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Cornerstone Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-133,388
Closed -$518K – 1124
2018
Q3 		$518K Sell
133,388
-13,528
-9% -$986K 0.01% 905
2018
Q2 		$518K Buy
+146,916
New +$10.1M 0.01% 1003

Other funds holding VIOV

FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SHCM
Stokes & Hubbell Capital Management New Orleans, Louisiana $476M AUM 5.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cornerstone Wealth Management's VIOV Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2018, closing a stake of 133,388 shares — an estimated $518K sold.

Cornerstone Wealth Management first reported a position in VIOV in Q2 2018 and held it in 2 quarters. The position peaked at $518K in Q3 2018. 73 funds tracked by Wall St. Rank hold VIOV as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 133,388 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2018, an estimated $518K.
  • Cornerstone Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $518K in Q3 2018.
  • 73 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.