Founders Financial Alliance’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Founders Financial Alliance’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
2022 Q1	–	Sell	-6,028	Closed	-$544K	–	481
2021 Q4	$544K	Buy	6,028 +4	+0.1%	+$363	0.22%	107
2021 Q3	$524K	Sell	6,024 -372	-6%	-$32.5K	0.25%	98
2021 Q2	$582K	Buy	+6,396	New	+$578K	0.26%	88
2020 Q4	–	Sell	-7,732	Closed	-$412K	–	1214
2020 Q3	$412K	Buy	+7,732	New	+$421K	0.25%	84

Other funds holding VIOV

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Founders Financial Alliance's VIOV Position: Q1 2022 in Review

Founders Financial Alliance sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2022, closing a stake of 6,028 shares — an estimated $544K sold.

Founders Financial Alliance first reported a position in VIOV in Q3 2020 and held it in 4 quarters. The position peaked at $582K in Q2 2021. 132 funds tracked by Wall St. Rank hold VIOV as of Q1 2022.

Founders Financial Alliance reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2022 after selling out during the quarter.
Founders Financial Alliance sold 6,028 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2022, an estimated $544K.
Founders Financial Alliance first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2020 and held it in 4 quarters.
Founders Financial Alliance's Vanguard S&P Small-Cap 600 Value ETF position peaked at $582K in Q2 2021.
132 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2022.

Based on Founders Financial Alliance's 13F filing for Q1 2022, filed 12 May 2022.