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

IEQ 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
2023
Q2 		– Sell
-6,476
Closed -$575K – 969
2023
Q1 		$575K Buy
6,476
+1,000
+18% +$91.6K 0.01% 533
2022
Q4 		$475K Sell
5,476
-46,366
-89% -$4.11M 0.01% 529
2022
Q3 		$4.18M Buy
+51,842
New +$4.64M 0.11% 129

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IEQ Capital's VIOO Position: Q2 2023 in Review

IEQ Capital sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2023, closing a stake of 6,476 shares — an estimated $575K sold.

IEQ Capital first reported a position in VIOO in Q3 2022 and held it in 3 quarters. The position peaked at $4.18M in Q3 2022. 250 funds tracked by Wall St. Rank hold VIOO as of Q2 2023.

  • IEQ Capital reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2023 after selling out during the quarter.
  • IEQ Capital sold 6,476 Vanguard S&P Small-Cap 600 ETF shares in Q2 2023, an estimated $575K.
  • IEQ Capital first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2022 and held it in 3 quarters.
  • IEQ Capital's Vanguard S&P Small-Cap 600 ETF position peaked at $4.18M in Q3 2022.
  • 250 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2023.

Based on IEQ Capital's 13F filing for Q2 2023, filed 8 Aug 2023.