CFFP
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Center for Financial Planning’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Center for Financial Planning’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
2023
Q3 		– Sell
-450
Closed -$41.4K – 575
2023
Q2 		$41.4K Buy
+450
New +$39.4K 0.01% 253

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Center for Financial Planning's VIOO Position: Q3 2023 in Review

Center for Financial Planning sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2023, closing a stake of 450 shares — an estimated $41.4K sold.

Center for Financial Planning first reported a position in VIOO in Q2 2023 and held it in 1 quarter. The position peaked at $41.4K in Q2 2023. 255 funds tracked by Wall St. Rank hold VIOO as of Q3 2023.

  • Center for Financial Planning reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 450 Vanguard S&P Small-Cap 600 ETF shares in Q3 2023, an estimated $41.4K.
  • Center for Financial Planning first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2023 and held it in 1 quarter.
  • Center for Financial Planning's Vanguard S&P Small-Cap 600 ETF position peaked at $41.4K in Q2 2023.
  • 255 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.