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

Frisch Financial Group’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
2024
Q3 		– Sell
-4,459
Closed -$438K – 146
2024
Q2 		$438K Buy
+4,459
New +$438K 0.13% 78

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Frisch Financial Group's VIOO Position: Q3 2024 in Review

Frisch Financial Group sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2024, closing a stake of 4,459 shares — an estimated $438K sold.

Frisch Financial Group first reported a position in VIOO in Q2 2024 and held it in 1 quarter. The position peaked at $438K in Q2 2024. 305 funds tracked by Wall St. Rank hold VIOO as of Q3 2024.

  • Frisch Financial Group reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2024 after selling out during the quarter.
  • Frisch Financial Group sold 4,459 Vanguard S&P Small-Cap 600 ETF shares in Q3 2024, an estimated $438K.
  • Frisch Financial Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2024 and held it in 1 quarter.
  • Frisch Financial Group's Vanguard S&P Small-Cap 600 ETF position peaked at $438K in Q2 2024.
  • 305 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2024.

Based on Frisch Financial Group's 13F filing for Q3 2024, filed 15 Nov 2024.