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

Aldebaran 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
2022
Q2 		– Sell
-2,222
Closed -$220K – 90
2022
Q1 		$220K Hold
2,222
– – 0.17% 87
2021
Q4 		$233K Buy
+2,222
New +$233K 0.17% 83

Other funds holding VIOO

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Aldebaran Financial's VIOO Position: Q2 2022 in Review

Aldebaran Financial sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2022, closing a stake of 2,222 shares — an estimated $220K sold.

Aldebaran Financial first reported a position in VIOO in Q4 2021 and held it in 2 quarters. The position peaked at $233K in Q4 2021. 206 funds tracked by Wall St. Rank hold VIOO as of Q2 2022.

  • Aldebaran Financial reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2022 after selling out during the quarter.
  • Aldebaran Financial sold 2,222 Vanguard S&P Small-Cap 600 ETF shares in Q2 2022, an estimated $220K.
  • Aldebaran Financial first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and held it in 2 quarters.
  • Aldebaran Financial's Vanguard S&P Small-Cap 600 ETF position peaked at $233K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2022.

Based on Aldebaran Financial's 13F filing for Q2 2022, filed 1 Aug 2022.