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Claraphi Advisory Network’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Claraphi Advisory Network’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
2021
Q2 		– Sell
-7,616
Closed -$757K – 347
2021
Q1 		$757K Buy
7,616
+4,480
+143% +$428K 0.21% 104
2020
Q4 		$263K Buy
+3,136
New +$237K 0.07% 228

Other funds holding VIOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Claraphi Advisory Network's VIOO Position: Q2 2021 in Review

Claraphi Advisory Network sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2021, closing a stake of 7,616 shares — an estimated $757K sold.

Claraphi Advisory Network first reported a position in VIOO in Q4 2020 and held it in 2 quarters. The position peaked at $757K in Q1 2021. 180 funds tracked by Wall St. Rank hold VIOO as of Q2 2021.

  • Claraphi Advisory Network reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2021 after selling out during the quarter.
  • Claraphi Advisory Network sold 7,616 Vanguard S&P Small-Cap 600 ETF shares in Q2 2021, an estimated $757K.
  • Claraphi Advisory Network first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2020 and held it in 2 quarters.
  • Claraphi Advisory Network's Vanguard S&P Small-Cap 600 ETF position peaked at $757K in Q1 2021.
  • 180 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2021.

Based on Claraphi Advisory Network's 13F filing for Q2 2021, filed 16 Aug 2021.