United Capital Financial Advisers, LLC Vanguard S&P Small Cap 600 ETF Transaction History
United Capital Financial Advisers, LLC
- $11.7 Billion
- Q4 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 2,315 shares of VIOO stock, worth $239,394. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,315
Previous 2,315
-0.0%
Holding current value
$239,394
Previous $250,000
2.0%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding VIOO
# of Institutions
362Shares Held
14.6MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$169 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$121 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$74.7 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$61.9 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$48.5 Million0.02% of portfolio