Householder Group Estate & Retirement Specialist’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Householder Group Estate & Retirement Specialist’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	$89K	Sell	846 -1,207	-59%	-$134K	0.07%	163
2024 Q3	$222K	Buy	2,053 +262	+15%	+$27.3K	0.06%	231
2024 Q2	$175K	Sell	1,791 -39	-2%	-$3.83K	0.05%	259
2024 Q1	$186K	Buy	1,830 +189	+12%	+$18.4K	0.06%	251
2023 Q4	$162K	Buy	1,641 +813	+98%	+$72.5K	0.05%	263
2023 Q3	$72.4K	Buy	+828	New	+$76.3K	0.03%	380
2023 Q1	$51K	Buy	+580	New	+$53.1K	0.02%	446
2022 Q4	–	Sell	-104	Closed	-$8K	–	1120
2022 Q3	$8K	Buy	+104	New	+$9.31K	﹤0.01%	791

Other funds holding VIOO

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VIOO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 59% in Q4 2024, selling an estimated $134K and leaving 846 shares worth $89K. The position accounts for 0.07% of the portfolio, ranked #163.

Householder Group Estate & Retirement Specialist first reported a position in VIOO in Q3 2022 and has held it in 8 quarters since. The position peaked at $222K in Q3 2024. 331 funds tracked by Wall St. Rank hold VIOO as of Q4 2024.

Householder Group Estate & Retirement Specialist held 846 shares of Vanguard S&P Small-Cap 600 ETF worth $89K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,207 Vanguard S&P Small-Cap 600 ETF shares in Q4 2024, an estimated $134K.
Vanguard S&P Small-Cap 600 ETF made up 0.07% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #163 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard S&P Small-Cap 600 ETF position peaked at $222K in Q3 2024.
331 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.