Naviter Wealth, LLC Vanguard S&P Small Cap 600 Val Transaction History
Naviter Wealth, LLC
- $842 Million
- Q3 2025
A detailed history of Naviter Wealth, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Naviter Wealth, LLC holds 12,814 shares of VIOV stock, worth $1.21 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,814
Previous 12,814
-0.0%
Holding current value
$1.21 Million
Previous $1.1 Million
11.31%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding VIOV
# of Institutions
212Shares Held
6.63MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY351KShares$33.3 Million0.0% of portfolio
-
Aspiriant, LLC333KShares$31.6 Million0.99% of portfolio
-
N.E.W. Advisory Services LLC306KShares$29 Million2.63% of portfolio
-
Ubs Group Ag304KShares$28.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL234KShares$22.2 Million0.01% of portfolio