Valeo Financial Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Valeo Financial Advisors, LLC
- $4.36 Billion
- Q3 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 13,213 shares of VIOO stock, worth $1.44 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,213
Previous 13,696
3.53%
Holding current value
$1.44 Million
Previous $1.39 Million
5.27%
% of portfolio
0.03%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding VIOO
# of Institutions
386Shares Held
13.3MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.01MShares$110 Million2.7% of portfolio
-
Bank Of America Corp Charlotte, NC879KShares$95.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY800KShares$87 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS621KShares$67.6 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY453KShares$49.3 Million0.08% of portfolio