FFA
VIOO icon

Fi3 Financial Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Fi3 Financial Advisors’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
Q4 		– Sell
-10,784
Closed -$871K – 74
2022
Q3 		$871K Buy
10,784
+1,318
+14% +$118K 0.79% 19
2022
Q2 		$802K Buy
+9,466
New +$865K 0.66% 24

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Fi3 Financial Advisors's VIOO Position: Q4 2022 in Review

Fi3 Financial Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2022, closing a stake of 10,784 shares — an estimated $871K sold.

Fi3 Financial Advisors first reported a position in VIOO in Q2 2022 and held it in 2 quarters. The position peaked at $871K in Q3 2022. 242 funds tracked by Wall St. Rank hold VIOO as of Q4 2022.

  • Fi3 Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q4 2022 after selling out during the quarter.
  • Fi3 Financial Advisors sold 10,784 Vanguard S&P Small-Cap 600 ETF shares in Q4 2022, an estimated $871K.
  • Fi3 Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2022 and held it in 2 quarters.
  • Fi3 Financial Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $871K in Q3 2022.
  • 242 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2022.

Based on Fi3 Financial Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.