EWM
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Evermay Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Evermay Wealth Management’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
2023
Q4 		– Sell
-30
Closed -$2.31K – 693
2023
Q3 		$2.31K Buy
+30
New +$2.47K ﹤0.01% 494

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Evermay Wealth Management's VIOV Position: Q4 2023 in Review

Evermay Wealth Management sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2023, closing a stake of 30 shares — an estimated $2.31K sold.

Evermay Wealth Management first reported a position in VIOV in Q3 2023 and held it in 1 quarter. The position peaked at $2.31K in Q3 2023. 161 funds tracked by Wall St. Rank hold VIOV as of Q4 2023.

  • Evermay Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 30 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2023, an estimated $2.31K.
  • Evermay Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $2.31K in Q3 2023.
  • 161 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2023.

Based on Evermay Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.