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

Geller 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
2024
Q4 		$1.21M Sell
11,374
-499
-4% -$55.2K 0.08% 59
2024
Q3 		$1.28M Buy
11,873
+2,390
+25% +$249K 0.09% 59
2024
Q2 		$931K Hold
9,483
– – 0.07% 80
2024
Q1 		$963K Hold
9,483
– – 0.08% 76
2023
Q4 		$941K Buy
9,483
+4,336
+84% +$387K 0.09% 70
2023
Q3 		$450K Hold
5,147
– – 0.05% 128
2023
Q2 		$473K Sell
5,147
-560
-10% -$49K 0.06% 122
2023
Q1 		$507K Buy
5,707
+317
+6% +$29K 0.07% 68
2022
Q4 		$467K Buy
5,390
+2
+0% +$177 0.08% 60
2022
Q3 		$435K Buy
5,388
+712
+15% +$63.7K 0.09% 56
2022
Q2 		$398K Buy
4,676
+48
+1% +$4.38K 0.08% 64
2022
Q1 		$458K Buy
4,628
+66
+1% +$6.53K 0.09% 62
2021
Q4 		$479K Sell
4,562
-56
-1% -$5.88K 0.09% 61
2021
Q3 		$465K Buy
4,618
+602
+15% +$60.9K 0.1% 60
2021
Q2 		$417K Hold
4,016
– – 0.09% 62
2021
Q1 		$399K Sell
4,016
-898
-18% -$85.9K 0.09% 60
2020
Q4 		$374K Hold
4,914
– – 0.09% 60
2020
Q3 		$317K Hold
4,914
– – 0.09% 55
2020
Q2 		$307K Sell
4,914
-582
-11% -$33.6K 0.09% 53
2020
Q1 		$282K Buy
+5,496
New +$372K 0.08% 43

Other funds holding VIOO

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Geller Advisors's VIOO Position: Q4 2024 in Review

Geller Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 4.2% in Q4 2024, selling an estimated $55.2K and leaving 11,374 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #59.

Geller Advisors first reported a position in VIOO in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.28M in Q3 2024. 330 funds tracked by Wall St. Rank hold VIOO as of Q4 2024.

  • Geller Advisors held 11,374 shares of Vanguard S&P Small-Cap 600 ETF worth $1.21M as of Q4 2024.
  • Geller Advisors sold 499 Vanguard S&P Small-Cap 600 ETF shares in Q4 2024, an estimated $55.2K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.08% of Geller Advisors's portfolio in Q4 2024, its #59 holding.
  • Geller Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2020 and has held it in 20 quarters since.
  • Geller Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $1.28M in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.