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

Essex Financial Services’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
2022
Q3 		– Sell
-2,464
Closed -$209K – 489
2022
Q2 		$209K Buy
2,464
+228
+10% +$20.8K 0.02% 455
2022
Q1 		$221K Buy
2,236
+16
+0.7% +$1.58K 0.02% 450
2021
Q4 		$233K Buy
+2,220
New +$233K 0.02% 433

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Essex Financial Services's VIOO Position: Q3 2022 in Review

Essex Financial Services sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2022, closing a stake of 2,464 shares — an estimated $209K sold.

Essex Financial Services first reported a position in VIOO in Q4 2021 and held it in 3 quarters. The position peaked at $233K in Q4 2021. 203 funds tracked by Wall St. Rank hold VIOO as of Q3 2022.

  • Essex Financial Services reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2022 after selling out during the quarter.
  • Essex Financial Services sold 2,464 Vanguard S&P Small-Cap 600 ETF shares in Q3 2022, an estimated $209K.
  • Essex Financial Services first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and held it in 3 quarters.
  • Essex Financial Services's Vanguard S&P Small-Cap 600 ETF position peaked at $233K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2022.

Based on Essex Financial Services's 13F filing for Q3 2022, filed 7 Nov 2022.