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

Clear Point 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
2024
Q4 		– Sell
-240
Closed -$26K – 512
2024
Q3 		$26K Hold
240
– – 0.02% 261
2024
Q2 		$23.6K Hold
240
– – 0.02% 258
2024
Q1 		$24.4K Hold
240
– – 0.02% 266
2023
Q4 		$23.8K Buy
+240
New +$21.4K 0.02% 252

Other funds holding VIOO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Clear Point Advisors's VIOO Position: Q4 2024 in Review

Clear Point Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2024, closing a stake of 240 shares — an estimated $26K sold.

Clear Point Advisors first reported a position in VIOO in Q4 2023 and held it in 4 quarters. The position peaked at $26K in Q3 2024. 330 funds tracked by Wall St. Rank hold VIOO as of Q4 2024.

  • Clear Point Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 240 Vanguard S&P Small-Cap 600 ETF shares in Q4 2024, an estimated $26K.
  • Clear Point Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $26K in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.