Gallagher Benefit Services’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Gallagher Benefit Services’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 Q4	$27.6M	Buy	+351,700	New	+$28M	5.8%	4

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Gallagher Benefit Services's VIOV Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2022: 351,700 shares worth $27.6M. The stake represents 5.8% of the portfolio and ranks #4 among its holdings.

152 funds tracked by Wall St. Rank hold VIOV as of Q4 2022.

Gallagher Benefit Services held 351,700 shares of Vanguard S&P Small-Cap 600 Value ETF worth $27.6M as of Q4 2022.
Vanguard S&P Small-Cap 600 Value ETF was a new Gallagher Benefit Services position in Q4 2022.
Vanguard S&P Small-Cap 600 Value ETF made up 5.8% of Gallagher Benefit Services's portfolio in Q4 2022, its #4 holding.
152 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.