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Arlington Financial Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Arlington Financial Advisors’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
2019
Q1 		– Sell
-3,900
Closed -$222K – 79
2018
Q4 		$222K Buy
+3,900
New +$250K 0.09% 74

Other funds holding VIOV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Arlington Financial Advisors's VIOV Position: Q1 2019 in Review

Arlington Financial Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2019, closing a stake of 3,900 shares — an estimated $222K sold.

Arlington Financial Advisors first reported a position in VIOV in Q4 2018 and held it in 1 quarter. The position peaked at $222K in Q4 2018. 75 funds tracked by Wall St. Rank hold VIOV as of Q1 2019.

  • Arlington Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2019 after selling out during the quarter.
  • Arlington Financial Advisors sold 3,900 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2019, an estimated $222K.
  • Arlington Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2018 and held it in 1 quarter.
  • Arlington Financial Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $222K in Q4 2018.
  • 75 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2019.

Based on Arlington Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.