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Cahill Financial Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Cahill Financial Advisors’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
Q3 		– Sell
-2,954
Closed -$290K – 269
2024
Q2 		$290K Sell
2,954
-101
-3% -$9.93K 0.04% 216
2024
Q1 		$310K Hold
3,055
– – 0.04% 213
2023
Q4 		$303K Sell
3,055
-263
-8% -$23.4K 0.04% 197
2023
Q3 		$290K Hold
3,318
– – 0.05% 199
2023
Q2 		$305K Hold
3,318
– – 0.05% 192
2023
Q1 		$295K Sell
3,318
-428
-11% -$39.2K 0.05% 198
2022
Q4 		$325K Hold
3,746
– – 0.06% 179
2022
Q3 		$302K Sell
3,746
-360
-9% -$32.2K 0.06% 181
2022
Q2 		$349K Hold
4,106
– – 0.07% 172
2022
Q1 		$407K Sell
4,106
-212
-5% -$21K 0.08% 168
2021
Q4 		$454K Sell
4,318
-36
-0.8% -$3.78K 0.09% 164
2021
Q3 		$439K Sell
4,354
-192
-4% -$19.4K 0.09% 160
2021
Q2 		$472K Sell
4,546
-2,656
-37% -$271K 0.11% 150
2021
Q1 		$716K Hold
7,202
– – 0.17% 111
2020
Q4 		$604K Buy
7,202
+20
+0.3% +$1.51K 0.15% 114
2020
Q3 		$464K Hold
7,182
– – 0.17% 110
2020
Q2 		$450K Sell
7,182
-218
-3% -$12.6K 0.17% 107
2020
Q1 		$380K Hold
7,400
– – 0.18% 106
2019
Q4 		$563K Buy
7,400
+106
+1% +$7.8K 0.2% 99
2019
Q3 		$521K Sell
7,294
-34
-0.5% -$2.4K 0.2% 102
2019
Q2 		$524K Hold
7,328
– – 0.21% 97
2019
Q1 		$515K Sell
7,328
-350
-5% -$24.4K 0.21% 96
2018
Q4 		$483K Sell
7,678
-1,104
-13% -$77.9K 0.24% 95
2018
Q3 		$701K Sell
8,782
-608
-6% -$48.6K 0.31% 82
2018
Q2 		$716K Sell
9,390
-44
-0.5% -$3.26K 0.33% 77
2018
Q1 		$661K Hold
9,434
– – 0.32% 83
2017
Q4 		$658K Buy
9,434
+1,510
+19% +$104K 0.33% 75
2017
Q3 		$538K Sell
7,924
-708
-8% -$45.2K 0.28% 83
2017
Q2 		$552K Buy
8,632
+1,938
+29% +$122K 0.31% 80
2017
Q1 		$421K Buy
+6,694
New +$418K 0.24% 92

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cahill Financial Advisors's VIOO Position: Q3 2024 in Review

Cahill Financial Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2024, closing a stake of 2,954 shares — an estimated $290K sold.

Cahill Financial Advisors first reported a position in VIOO in Q1 2017 and held it in 30 quarters. The position peaked at $716K in Q1 2021. 304 funds tracked by Wall St. Rank hold VIOO as of Q3 2024.

  • Cahill Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2024 after selling out during the quarter.
  • Cahill Financial Advisors sold 2,954 Vanguard S&P Small-Cap 600 ETF shares in Q3 2024, an estimated $290K.
  • Cahill Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2017 and held it in 30 quarters.
  • Cahill Financial Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $716K in Q1 2021.
  • 304 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2024.

Based on Cahill Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.