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

Buckingham Strategic Wealth’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 Q2	–	Sell	-3,274	Closed	-$289K	–	850
2024 Q1	$289K	Sell	3,274 -279	-8%	-$23.8K	﹤0.01%	601
2023 Q4	$314K	Buy	3,553 +18	+0.5%	+$1.42K	﹤0.01%	558
2023 Q3	$272K	Buy	3,535 +12	+0.3%	+$987	﹤0.01%	548
2023 Q2	$289K	Buy	3,523 +1,833	+108%	+$145K	﹤0.01%	540
2023 Q1	$265K	Sell	1,690 -1,690	-50%	-$142K	﹤0.01%	504
2022 Q4	$265K	Sell	3,380 -264	-7%	-$21K	﹤0.01%	506
2022 Q3	$260K	Buy	+3,644	New	+$292K	0.01%	498
2018 Q4	–	Sell	-4,402	Closed	-$317K	–	386
2018 Q3	$317K	Buy	+4,402	New	+$321K	0.05%	259

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Buckingham Strategic Wealth's VIOV Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2024, closing a stake of 3,274 shares — an estimated $289K sold.

Buckingham Strategic Wealth first reported a position in VIOV in Q3 2018 and held it in 8 quarters. The position peaked at $317K in Q3 2018. 165 funds tracked by Wall St. Rank hold VIOV as of Q2 2024.

Buckingham Strategic Wealth reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2024 after selling out during the quarter.
Buckingham Strategic Wealth sold 3,274 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2024, an estimated $289K.
Buckingham Strategic Wealth first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2018 and held it in 8 quarters.
Buckingham Strategic Wealth's Vanguard S&P Small-Cap 600 Value ETF position peaked at $317K in Q3 2018.
165 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.