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Guidant Wealth Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$1.21M Hold
18,678
– – 0.45% 42
2019
Q2 		$1.2M Sell
18,678
-320
-2% -$20.5K 0.46% 42
2019
Q1 		$1.21M Buy
18,998
+180
+1% +$11.5K 0.47% 43
2018
Q4 		$1.07M Buy
+18,818
New +$1.2M 0.5% 43

Other funds holding VIOV

ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Guidant Wealth Advisors's VIOV Position: Q3 2019 in Review

Guidant Wealth Advisors held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q3 2019 at 18,678 shares worth $1.21M. The position accounts for 0.45% of the portfolio, ranked #42.

Guidant Wealth Advisors first reported a position in VIOV in Q4 2018 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold VIOV as of Q3 2019.

  • Guidant Wealth Advisors held 18,678 shares of Vanguard S&P Small-Cap 600 Value ETF worth $1.21M as of Q3 2019.
  • Guidant Wealth Advisors left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q3 2019.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.45% of Guidant Wealth Advisors's portfolio in Q3 2019, its #42 holding.
  • Guidant Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2018 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.