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COWA LLC’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

COWA LLC’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
-170
Closed -$17K – 327
2021
Q1 		$17K Hold
170
– – 0.01% 287
2020
Q4 		$14K Buy
+170
New +$12.9K 0.01% 309

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

COWA LLC's VIOO Position: Q2 2021 in Review

COWA LLC sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2021, closing a stake of 170 shares — an estimated $17K sold.

COWA LLC first reported a position in VIOO in Q4 2020 and held it in 2 quarters. The position peaked at $17K in Q1 2021. 180 funds tracked by Wall St. Rank hold VIOO as of Q2 2021.

  • COWA LLC reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2021 after selling out during the quarter.
  • COWA LLC sold 170 Vanguard S&P Small-Cap 600 ETF shares in Q2 2021, an estimated $17K.
  • COWA LLC first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2020 and held it in 2 quarters.
  • COWA LLC's Vanguard S&P Small-Cap 600 ETF position peaked at $17K in Q1 2021.
  • 180 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2021.

Based on COWA LLC's 13F filing for Q2 2021, filed 2 Aug 2021.