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Albion Financial Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Albion Financial Group’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
Closed -$213 – 693
2024
Q4 		$213 Buy
+2
New +$221 ﹤0.01% 659

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 $71.6B AUM 21.08% 1-Year Est. Return

Albion Financial Group's VIOO Position: Q1 2025 in Review

Albion Financial Group sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2025, closing a stake of 2 shares — an estimated $213 sold.

Albion Financial Group first reported a position in VIOO in Q4 2024 and held it in 1 quarter. The position peaked at $213 in Q4 2024. 330 funds tracked by Wall St. Rank hold VIOO as of Q1 2025.

  • Albion Financial Group reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 2 Vanguard S&P Small-Cap 600 ETF shares in Q1 2025, an estimated $213.
  • Albion Financial Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and held it in 1 quarter.
  • Albion Financial Group's Vanguard S&P Small-Cap 600 ETF position peaked at $213 in Q4 2024.
  • 330 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.