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

All Season Financial Advisors’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
2024
Q3 		$2.42M Buy
+22,416
New +$2.33M 2.06% 16
2022
Q2 		– Sell
-7,364
Closed -$729K – 171
2022
Q1 		$729K Buy
+7,364
New +$729K 0.52% 40

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

All Season Financial Advisors's VIOO Position: Q3 2024 in Review

All Season Financial Advisors opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2024: 22,416 shares worth $2.42M. The stake represents 2.06% of the portfolio and ranks #16 among its holdings. This is a return to the name: All Season Financial Advisors previously reported a position in VIOO as recently as Q1 2022.

All Season Financial Advisors first reported a position in VIOO in Q1 2022 and has held it in 2 quarters since. 305 funds tracked by Wall St. Rank hold VIOO as of Q3 2024.

  • All Season Financial Advisors held 22,416 shares of Vanguard S&P Small-Cap 600 ETF worth $2.42M as of Q3 2024.
  • Vanguard S&P Small-Cap 600 ETF was a new All Season Financial Advisors position in Q3 2024.
  • Vanguard S&P Small-Cap 600 ETF made up 2.06% of All Season Financial Advisors's portfolio in Q3 2024, its #16 holding.
  • All Season Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2022 and has held it in 2 quarters since.
  • 305 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.