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EPIQ Capital Group’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

EPIQ Capital Group’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
2024
Q4 		$2.32M Sell
24,885
-4,390
-15% -$418K 0.61% 22
2024
Q3 		$2.72M Buy
+29,275
New +$2.62M 0.78% 18

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

EPIQ Capital Group's VIOV Position: Q4 2024 in Review

EPIQ Capital Group reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 15% in Q4 2024, selling an estimated $418K and leaving 24,885 shares worth $2.32M. The position accounts for 0.61% of the portfolio, ranked #22.

EPIQ Capital Group first reported a position in VIOV in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.72M in Q3 2024. 192 funds tracked by Wall St. Rank hold VIOV as of Q4 2024.

  • EPIQ Capital Group held 24,885 shares of Vanguard S&P Small-Cap 600 Value ETF worth $2.32M as of Q4 2024.
  • EPIQ Capital Group sold 4,390 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $418K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.61% of EPIQ Capital Group's portfolio in Q4 2024, its #22 holding.
  • EPIQ Capital Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2024 and has held it in 2 quarters since.
  • EPIQ Capital Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $2.72M in Q3 2024.
  • 192 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.