3F
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360 Financial’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

360 Financial’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,483
Closed -$263K – 88
2024
Q4 		$263K Sell
2,483
-58
-2% -$6.42K 0.1% 67
2024
Q3 		$275K Sell
2,541
-109
-4% -$11.3K 0.1% 68
2024
Q2 		$260K Sell
2,650
-473
-15% -$46.5K 0.1% 73
2024
Q1 		$317K Sell
3,123
-149
-5% -$14.5K 0.12% 65
2023
Q4 		$325K Buy
3,272
+236
+8% +$21K 0.14% 63
2023
Q3 		$262K Sell
3,036
-292
-9% -$26.9K 0.16% 55
2023
Q2 		$306K Sell
3,328
-71
-2% -$6.22K 0.16% 64
2023
Q1 		$302K Sell
3,399
-163
-5% -$14.9K 0.16% 68
2022
Q4 		$287K Hold
3,562
– – 0.19% 66
2022
Q3 		$287K Buy
3,562
+258
+8% +$23.1K 0.19% 65
2022
Q2 		$296K Sell
3,304
-654
-17% -$59.7K 0.18% 58
2022
Q1 		$395K Sell
3,958
-116
-3% -$11.5K 0.19% 61
2021
Q4 		$428K Buy
4,074
+32
+0.8% +$3.36K 0.2% 58
2021
Q3 		$407K Sell
4,042
-96
-2% -$9.7K 0.21% 55
2021
Q2 		$429K Buy
4,138
+36
+0.9% +$3.68K 0.22% 55
2021
Q1 		$408K Buy
4,102
+150
+4% +$14.3K 0.23% 48
2020
Q4 		$331K Sell
3,952
-2,844
-42% -$215K 0.2% 55
2020
Q3 		$439K Sell
6,796
-642
-9% -$42.2K 0.31% 38
2020
Q2 		$456K Sell
7,438
-7,008
-49% -$404K 0.38% 34
2020
Q1 		$740K Sell
14,446
-28
-0.2% -$1.89K 0.78% 20
2019
Q4 		$1.09M Buy
+14,474
New +$1.07M 0.8% 19

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

360 Financial's VIOO Position: Q1 2025 in Review

360 Financial sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2025, closing a stake of 2,483 shares — an estimated $263K sold.

360 Financial first reported a position in VIOO in Q4 2019 and held it in 21 quarters. The position peaked at $1.09M in Q4 2019. 331 funds tracked by Wall St. Rank hold VIOO as of Q1 2025.

  • 360 Financial reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2025 after selling out during the quarter.
  • 360 Financial sold 2,483 Vanguard S&P Small-Cap 600 ETF shares in Q1 2025, an estimated $263K.
  • 360 Financial first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and held it in 21 quarters.
  • 360 Financial's Vanguard S&P Small-Cap 600 ETF position peaked at $1.09M in Q4 2019.
  • 331 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2025.

Based on 360 Financial's 13F filing for Q1 2025, filed 8 May 2025.