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Donaldson Capital Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Donaldson Capital Management’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
2017
Q1 		– Sell
-4,000
Closed -$249K – 165
2016
Q4 		$249K Hold
4,000
– – 0.03% 133
2016
Q3 		$226K Buy
+4,000
New +$222K 0.03% 138

Other funds holding VIOO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
RGI
River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Donaldson Capital Management's VIOO Position: Q1 2017 in Review

Donaldson Capital Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2017, closing a stake of 4,000 shares — an estimated $249K sold.

Donaldson Capital Management first reported a position in VIOO in Q3 2016 and held it in 2 quarters. The position peaked at $249K in Q4 2016. 74 funds tracked by Wall St. Rank hold VIOO as of Q1 2017.

  • Donaldson Capital Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2017 after selling out during the quarter.
  • Donaldson Capital Management sold 4,000 Vanguard S&P Small-Cap 600 ETF shares in Q1 2017, an estimated $249K.
  • Donaldson Capital Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2016 and held it in 2 quarters.
  • Donaldson Capital Management's Vanguard S&P Small-Cap 600 ETF position peaked at $249K in Q4 2016.
  • 74 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2017.

Based on Donaldson Capital Management's 13F filing for Q1 2017, filed 10 May 2017.