CAPTRUST Financial Advisors
VIOG icon

CAPTRUST Financial Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

CAPTRUST Financial Advisors’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-404
Closed -$35K – 1678
2018
Q3 		$35K Buy
+404
New +$34.9K ﹤0.01% 850

Other funds holding VIOG

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

CAPTRUST Financial Advisors's VIOG Position: Q4 2018 in Review

CAPTRUST Financial Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2018, closing a stake of 404 shares — an estimated $35K sold.

CAPTRUST Financial Advisors first reported a position in VIOG in Q3 2018 and held it in 1 quarter. The position peaked at $35K in Q3 2018. 69 funds tracked by Wall St. Rank hold VIOG as of Q4 2018.

  • CAPTRUST Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 404 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2018, an estimated $35K.
  • CAPTRUST Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2018 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $35K in Q3 2018.
  • 69 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.