Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-20,029
Closed -$2.12M – 1776
2024
Q4 		$2.12M Buy
20,029
+8,031
+67% +$888K 0.01% 644
2024
Q3 		$1.3M Buy
+11,998
New +$1.25M ﹤0.01% 809

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Portfolio Solutions's VIOO Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2025, closing a stake of 20,029 shares — an estimated $2.12M sold.

Envestnet Portfolio Solutions first reported a position in VIOO in Q3 2024 and held it in 2 quarters. The position peaked at $2.12M in Q4 2024. 330 funds tracked by Wall St. Rank hold VIOO as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 20,029 Vanguard S&P Small-Cap 600 ETF shares in Q1 2025, an estimated $2.12M.
  • Envestnet Portfolio Solutions first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Vanguard S&P Small-Cap 600 ETF position peaked at $2.12M in Q4 2024.
  • 330 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.