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Advantage Investment Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Advantage Investment Management’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
2016
Q1 		– Sell
-16,138
Closed -$800K – 928
2015
Q4 		$800K Buy
+16,138
New +$825K 0.42% 64

Other funds holding VIOO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Advantage Investment Management's VIOO Position: Q1 2016 in Review

Advantage Investment Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2016, closing a stake of 16,138 shares — an estimated $800K sold.

Advantage Investment Management first reported a position in VIOO in Q4 2015 and held it in 1 quarter. The position peaked at $800K in Q4 2015. 48 funds tracked by Wall St. Rank hold VIOO as of Q1 2016.

  • Advantage Investment Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2016 after selling out during the quarter.
  • Advantage Investment Management sold 16,138 Vanguard S&P Small-Cap 600 ETF shares in Q1 2016, an estimated $800K.
  • Advantage Investment Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2015 and held it in 1 quarter.
  • Advantage Investment Management's Vanguard S&P Small-Cap 600 ETF position peaked at $800K in Q4 2015.
  • 48 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2016.

Based on Advantage Investment Management's 13F filing for Q1 2016, filed 27 Mar 2017.