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

IFP 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
2024
Q1 		– Sell
-190
Closed -$16.8K – 3247
2023
Q4 		$16.8K Hold
190
– – ﹤0.01% 1986
2023
Q3 		$14.6K Hold
190
– – ﹤0.01% 2097
2023
Q2 		$15.6K Sell
190
-70
-27% -$5.53K ﹤0.01% 2128
2023
Q1 		$36.7K Sell
260
-70
-21% -$5.9K ﹤0.01% 1733
2022
Q4 		$23K Sell
330
-200
-38% -$15.9K ﹤0.01% 2795
2022
Q3 		$38K Buy
530
+140
+36% +$11.2K ﹤0.01% 2600
2022
Q2 		$28K Hold
390
– – ﹤0.01% 2592
2022
Q1 		$28K Hold
390
– – ﹤0.01% 2592
2021
Q4 		$35K Hold
390
– – ﹤0.01% 1705
2021
Q3 		$34K Hold
390
– – ﹤0.01% 1751
2021
Q2 		$36K Hold
390
– – ﹤0.01% 1669
2021
Q1 		$34K Hold
390
– – ﹤0.01% 1612
2020
Q4 		$27K Hold
390
– – ﹤0.01% 1686
2020
Q3 		$21K Hold
390
– – ﹤0.01% 1632
2020
Q2 		$20K Hold
390
– – ﹤0.01% 1575
2020
Q1 		$17K Buy
390
+100
+34% +$5.98K ﹤0.01% 1565
2019
Q4 		$20K Hold
290
– – ﹤0.01% 1622
2019
Q3 		$19K Buy
+290
New +$18.4K ﹤0.01% 1796
2019
Q1 		– Sell
-290
Closed -$16K – 3424
2018
Q4 		$16K Sell
290
-954
-77% -$61.1K ﹤0.01% 2265
2018
Q3 		$90K Buy
1,244
+2
+0.2% +$146 ﹤0.01% 1549
2018
Q2 		$88K Buy
1,242
+292
+31% +$20.1K ﹤0.01% 1551
2018
Q1 		$63K Hold
950
– – ﹤0.01% 1679
2017
Q4 		$63K Hold
950
– – ﹤0.01% 1696
2017
Q3 		$61K Hold
950
– – ﹤0.01% 1874
2017
Q2 		$58K Sell
950
-110
-10% -$6.55K ﹤0.01% 1867
2017
Q1 		$63K Hold
1,060
– – ﹤0.01% 1790
2016
Q4 		$64K Buy
1,060
+660
+165% +$37.2K ﹤0.01% 1740
2016
Q3 		$22K Hold
400
– – ﹤0.01% 2356
2016
Q2 		$20K Buy
+400
New +$19.8K ﹤0.01% 2347
2016
Q1 		– Sell
-400
Closed -$19K – 3430
2015
Q4 		$19K Buy
+400
New +$19.1K ﹤0.01% 2198

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

IFP Advisors's VIOV Position: Q1 2024 in Review

IFP Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2024, closing a stake of 190 shares — an estimated $16.8K sold.

IFP Advisors first reported a position in VIOV in Q4 2015 and held it in 30 quarters. The position peaked at $90K in Q3 2018. 172 funds tracked by Wall St. Rank hold VIOV as of Q1 2024.

  • IFP Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2024 after selling out during the quarter.
  • IFP Advisors sold 190 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2024, an estimated $16.8K.
  • IFP Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2015 and held it in 30 quarters.
  • IFP Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $90K in Q3 2018.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.