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Advisor Resource Council’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Advisor Resource Council’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,171
Closed -$369K – 225
2024
Q1 		$369K Buy
+4,171
New +$356K 0.16% 146
2022
Q1 		– Sell
-3,756
Closed -$339K – 542
2021
Q4 		$339K Buy
+3,756
New +$341K 0.03% 403
2021
Q3 		– Sell
-4,142
Closed -$378K – 489
2021
Q2 		$378K Buy
+4,142
New +$375K 0.04% 357

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisor Resource Council's VIOV Position: Q2 2024 in Review

Advisor Resource Council sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2024, closing a stake of 4,171 shares — an estimated $369K sold.

Advisor Resource Council first reported a position in VIOV in Q2 2021 and held it in 3 quarters. The position peaked at $378K in Q2 2021. 165 funds tracked by Wall St. Rank hold VIOV as of Q2 2024.

  • Advisor Resource Council reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Advisor Resource Council sold 4,171 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2024, an estimated $369K.
  • Advisor Resource Council first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2021 and held it in 3 quarters.
  • Advisor Resource Council's Vanguard S&P Small-Cap 600 Value ETF position peaked at $378K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2024.

Based on Advisor Resource Council's 13F filing for Q2 2024, filed 15 Jul 2024.