Carmichael Hill & Associates’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Carmichael Hill & Associates’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	$69.9K	Hold	646	–	–	0.02%	317
2024 Q2	$63.4K	Hold	646	–	–	0.02%	306
2024 Q1	$65.6K	Hold	646	–	–	0.03%	303
2023 Q4	$64.1K	Hold	646	–	–	0.03%	312
2023 Q3	$56.5K	Hold	646	–	–	0.03%	313
2023 Q2	$59.4K	Hold	646	–	–	0.03%	314
2023 Q1	$57.4K	Hold	646	–	–	0.03%	301
2022 Q4	$56K	Hold	646	–	–	0.03%	315
2022 Q3	$52K	Hold	646	–	–	0.03%	325
2022 Q2	$55K	Hold	646	–	–	0.03%	314
2022 Q1	$64K	Hold	646	–	–	0.03%	309
2021 Q4	$68K	Hold	646	–	–	0.03%	310
2021 Q3	$65K	Hold	646	–	–	0.03%	306
2021 Q2	$67K	Hold	646	–	–	0.03%	305
2021 Q1	$64K	Hold	646	–	–	0.04%	296
2020 Q4	$54K	Hold	646	–	–	0.03%	303
2020 Q3	$42K	Hold	646	–	–	0.03%	318
2020 Q2	$40K	Hold	646	–	–	0.03%	309
2020 Q1	$33K	Buy	+646	New	+$43.7K	0.03%	315

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carmichael Hill & Associates's VIOO Position: Q3 2024 in Review

Carmichael Hill & Associates held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q3 2024 at 646 shares worth $69.9K. The position accounts for 0.02% of the portfolio, ranked #317.

Carmichael Hill & Associates first reported a position in VIOO in Q1 2020 and has held it in 19 quarters since. 304 funds tracked by Wall St. Rank hold VIOO as of Q3 2024.

Carmichael Hill & Associates held 646 shares of Vanguard S&P Small-Cap 600 ETF worth $69.9K as of Q3 2024.
Carmichael Hill & Associates left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q3 2024.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #317 holding.
Carmichael Hill & Associates first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2020 and has held it in 19 quarters since.
304 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.