Wellspring Financial Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Wellspring Financial Advisors, LLC
- $957 Billion
- Q4 2024
A detailed history of Wellspring Financial Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 5,691 shares of VIOO stock, worth $591,977. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,691
Previous 5,678
0.23%
Holding current value
$591,977
Previous $614 Million
1.74%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VIOO
# of Institutions
360Shares Held
14.6MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.63MShares$170 Million4.68% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$122 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$75.1 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$62.3 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$48.7 Million0.02% of portfolio