CA
VIOO icon

Claro Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Claro Advisors’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
2019
Q1 		– Sell
-240
Closed -$19K – 909
2018
Q4 		$19K Buy
+240
New +$16.9K 0.02% 557

Other funds holding VIOO

BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
RGI
River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Claro Advisors's VIOO Position: Q1 2019 in Review

Claro Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2019, closing a stake of 240 shares — an estimated $19K sold.

Claro Advisors first reported a position in VIOO in Q4 2018 and held it in 1 quarter. The position peaked at $19K in Q4 2018. 116 funds tracked by Wall St. Rank hold VIOO as of Q1 2019.

  • Claro Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 240 Vanguard S&P Small-Cap 600 ETF shares in Q1 2019, an estimated $19K.
  • Claro Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $19K in Q4 2018.
  • 116 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.