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

Align Wealth 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
2022 Q4	$6.3K	Buy	+78	New	+$6.92K	0.01%	156

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Align Wealth Management's VIOO Position: Q4 2022 in Review

Align Wealth Management opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2022: 78 shares worth $6.3K. The stake represents 0.01% of the portfolio and ranks #156 among its holdings.

243 funds tracked by Wall St. Rank hold VIOO as of Q4 2022.

Align Wealth Management held 78 shares of Vanguard S&P Small-Cap 600 ETF worth $6.3K as of Q4 2022.
Vanguard S&P Small-Cap 600 ETF was a new Align Wealth Management position in Q4 2022.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #156 holding.
243 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.