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Cetera Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Cetera Advisors’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$767K Buy
+8,673
New +$740K 0.01% 1307
2019
Q2 		– Sell
-788
Closed -$50K – 1278
2019
Q1 		$50K Buy
+788
New +$50.2K ﹤0.01% 970

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Cetera Advisors's VIOV Position: Q1 2024 in Review

Cetera Advisors opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2024: 8,673 shares worth $767K. The stake represents 0.01% of the portfolio and ranks #1307 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in VIOV as recently as Q1 2019.

Cetera Advisors first reported a position in VIOV in Q1 2019 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold VIOV as of Q1 2024.

  • Cetera Advisors held 8,673 shares of Vanguard S&P Small-Cap 600 Value ETF worth $767K as of Q1 2024.
  • Vanguard S&P Small-Cap 600 Value ETF was a new Cetera Advisors position in Q1 2024.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1307 holding.
  • Cetera Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2019 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.