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Blue Trust Inc’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Blue Trust Inc’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
Q1 		– Sell
-120
Closed -$10K – 2717
2023
Q4 		$10K Buy
+120
New +$10.7K ﹤0.01% 1601

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blue Trust Inc's VIOO Position: Q1 2024 in Review

Blue Trust Inc sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2024, closing a stake of 120 shares — an estimated $10K sold.

Blue Trust Inc first reported a position in VIOO in Q4 2023 and held it in 1 quarter. The position peaked at $10K in Q4 2023. 284 funds tracked by Wall St. Rank hold VIOO as of Q1 2024.

  • Blue Trust Inc reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 120 Vanguard S&P Small-Cap 600 ETF shares in Q1 2024, an estimated $10K.
  • Blue Trust Inc first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2023 and held it in 1 quarter.
  • Blue Trust Inc's Vanguard S&P Small-Cap 600 ETF position peaked at $10K in Q4 2023.
  • 284 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.