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

Buckingham Strategic Wealth’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
2015
Q2 		– Sell
-4,550
Closed -$243K – 238
2015
Q1 		$243K Buy
+4,550
New +$235K 0.09% 176

Other funds holding VIOO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
APSP
Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania $216M AUM 17.28% 1-Year Est. Return

Buckingham Strategic Wealth's VIOO Position: Q2 2015 in Review

Buckingham Strategic Wealth sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2015, closing a stake of 4,550 shares — an estimated $243K sold.

Buckingham Strategic Wealth first reported a position in VIOO in Q1 2015 and held it in 1 quarter. The position peaked at $243K in Q1 2015. 33 funds tracked by Wall St. Rank hold VIOO as of Q2 2015.

  • Buckingham Strategic Wealth reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2015 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,550 Vanguard S&P Small-Cap 600 ETF shares in Q2 2015, an estimated $243K.
  • Buckingham Strategic Wealth first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2015 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Vanguard S&P Small-Cap 600 ETF position peaked at $243K in Q1 2015.
  • 33 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2015.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2015, filed 3 Aug 2015.