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

Hudson Valley Investment 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
2022 Q1	–	Sell	-8,150	Closed	-$856K	–	223
2021 Q4	$856K	Hold	8,150	–	–	0.13%	99
2021 Q3	$821K	Hold	8,150	–	–	0.14%	98
2021 Q2	$845K	Buy	8,150 +2,250	+38%	+$230K	0.15%	100
2021 Q1	$587K	Buy	+5,900	New	+$564K	0.1%	111

Other funds holding VIOO

OWM

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hudson Valley Investment Advisors's VIOO Position: Q1 2022 in Review

Hudson Valley Investment Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2022, closing a stake of 8,150 shares — an estimated $856K sold.

Hudson Valley Investment Advisors first reported a position in VIOO in Q1 2021 and held it in 4 quarters. The position peaked at $856K in Q4 2021. 217 funds tracked by Wall St. Rank hold VIOO as of Q1 2022.

Hudson Valley Investment Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2022 after selling out during the quarter.
Hudson Valley Investment Advisors sold 8,150 Vanguard S&P Small-Cap 600 ETF shares in Q1 2022, an estimated $856K.
Hudson Valley Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2021 and held it in 4 quarters.
Hudson Valley Investment Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $856K in Q4 2021.
217 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2022.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.