Grey Street Capital’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Grey Street Capital’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 Q1	$342K	Buy	+3,369	New	+$327K	0.05%	363

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Grey Street Capital's VIOO Position: Q1 2024 in Review

Grey Street Capital opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2024: 3,369 shares worth $342K. The stake represents 0.05% of the portfolio and ranks #363 among its holdings.

285 funds tracked by Wall St. Rank hold VIOO as of Q1 2024.

Grey Street Capital held 3,369 shares of Vanguard S&P Small-Cap 600 ETF worth $342K as of Q1 2024.
Vanguard S&P Small-Cap 600 ETF was a new Grey Street Capital position in Q1 2024.
Vanguard S&P Small-Cap 600 ETF made up 0.05% of Grey Street Capital's portfolio in Q1 2024, its #363 holding.
285 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.