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Axiom Advisory’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Axiom Advisory’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
2024
Q3 		$1.77M Buy
19,774
+418
+2% +$37.3K 0.02% 123
2024
Q2 		$1.64M Buy
+19,356
New +$1.64M 0.02% 122

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Axiom Advisory's VIOV Position: Q3 2024 in Review

Axiom Advisory increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 2.2% in Q3 2024, buying an estimated $37.3K and bringing the position to 19,774 shares worth $1.77M. The position accounts for 0.02% of the portfolio, ranked #123.

Axiom Advisory first reported a position in VIOV in Q2 2024 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold VIOV as of Q3 2024.

  • Axiom Advisory held 19,774 shares of Vanguard S&P Small-Cap 600 Value ETF worth $1.77M as of Q3 2024.
  • Axiom Advisory bought 418 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2024, an estimated $37.3K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #123 holding.
  • Axiom Advisory first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.