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HM Payson & Co’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

HM Payson & Co’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
2020
Q4 		– Sell
-42
Closed -$2K – 1156
2020
Q3 		$2K Buy
+42
New +$2.29K ﹤0.01% 962

Other funds holding VIOV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
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
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HM Payson & Co's VIOV Position: Q4 2020 in Review

HM Payson & Co sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2020, closing a stake of 42 shares — an estimated $2K sold.

HM Payson & Co first reported a position in VIOV in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 86 funds tracked by Wall St. Rank hold VIOV as of Q4 2020.

  • HM Payson & Co reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2020 after selling out during the quarter.
  • HM Payson & Co sold 42 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2020, an estimated $2K.
  • HM Payson & Co first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2020 and held it in 1 quarter.
  • HM Payson & Co's Vanguard S&P Small-Cap 600 Value ETF position peaked at $2K in Q3 2020.
  • 86 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2020.

Based on HM Payson & Co's 13F filing for Q4 2020, filed 10 Mar 2021.