Osterweis Capital Management Inc Vanguard S&P Small Cap 600 ETF Transaction History
Osterweis Capital Management Inc
- $2.15 Billion
- Q4 2024
A detailed history of Osterweis Capital Management Inc transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Osterweis Capital Management Inc holds 1,522 shares of VIOO stock, worth $146,112. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,522
Previous 1,500
1.47%
Holding current value
$146,112
Previous $162,000
0.62%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding VIOO
# of Institutions
364Shares Held
14.6MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$156 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$112 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$69.3 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$57.5 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$45 Million0.02% of portfolio