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

DHK Financial 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
-42,500
Closed -$4.6M – 93
2024
Q3 		$4.6M Hold
42,500
– – 2.82% 7
2024
Q2 		$4.17M Buy
+42,500
New +$4.18M 2.91% 8

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

DHK Financial Advisors's VIOO Position: Q4 2024 in Review

DHK Financial Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2024, closing a stake of 42,500 shares — an estimated $4.6M sold.

DHK Financial Advisors first reported a position in VIOO in Q2 2024 and held it in 2 quarters. The position peaked at $4.6M in Q3 2024. 330 funds tracked by Wall St. Rank hold VIOO as of Q4 2024.

  • DHK Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q4 2024 after selling out during the quarter.
  • DHK Financial Advisors sold 42,500 Vanguard S&P Small-Cap 600 ETF shares in Q4 2024, an estimated $4.6M.
  • DHK Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2024 and held it in 2 quarters.
  • DHK Financial Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $4.6M in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2024.

Based on DHK Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.