CT
VIOO icon

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

Caldwell Trust’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
2020
Q3 		– Sell
-66
Closed -$4.13K – 765
2020
Q2 		$4.13K Sell
66
-64
-49% -$3.69K ﹤0.01% 703
2020
Q1 		$6.66K Hold
130
– – ﹤0.01% 677
2019
Q4 		$9.89K Buy
+130
New +$9.57K ﹤0.01% 685

Other funds holding VIOO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Caldwell Trust's VIOO Position: Q3 2020 in Review

Caldwell Trust sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2020, closing a stake of 66 shares — an estimated $4.13K sold.

Caldwell Trust first reported a position in VIOO in Q4 2019 and held it in 3 quarters. The position peaked at $9.89K in Q4 2019. 130 funds tracked by Wall St. Rank hold VIOO as of Q3 2020.

  • Caldwell Trust reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2020 after selling out during the quarter.
  • Caldwell Trust sold 66 Vanguard S&P Small-Cap 600 ETF shares in Q3 2020, an estimated $4.13K.
  • Caldwell Trust first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and held it in 3 quarters.
  • Caldwell Trust's Vanguard S&P Small-Cap 600 ETF position peaked at $9.89K in Q4 2019.
  • 130 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2020.

Based on Caldwell Trust's 13F filing for Q3 2020, filed 2 Oct 2025.