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

Clear Rock 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
Q2 		$3.52M Sell
35,835
-328
-0.9% -$32.2K 1.5% 17
2024
Q1 		$3.67M Sell
36,163
-595
-2% -$57.8K 1.59% 15
2023
Q4 		$3.57M Buy
+36,758
New +$3.28M 1.61% 13

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Rock Advisors's VIOO Position: Q2 2024 in Review

Clear Rock Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.91% in Q2 2024, selling an estimated $32.2K and leaving 35,835 shares worth $3.52M. The position accounts for 1.5% of the portfolio, ranked #17.

Clear Rock Advisors first reported a position in VIOO in Q4 2023 and has held it in 3 quarters since. The position peaked at $3.67M in Q1 2024. 304 funds tracked by Wall St. Rank hold VIOO as of Q2 2024.

  • Clear Rock Advisors held 35,835 shares of Vanguard S&P Small-Cap 600 ETF worth $3.52M as of Q2 2024.
  • Clear Rock Advisors sold 328 Vanguard S&P Small-Cap 600 ETF shares in Q2 2024, an estimated $32.2K.
  • Vanguard S&P Small-Cap 600 ETF made up 1.5% of Clear Rock Advisors's portfolio in Q2 2024, its #17 holding.
  • Clear Rock Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2023 and has held it in 3 quarters since.
  • Clear Rock Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $3.67M in Q1 2024.
  • 304 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.