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Indiana Trust & Investment Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Indiana Trust & Investment Management’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
2023
Q4 		– Sell
-394
Closed -$30.4K – 459
2023
Q3 		$30.4K Buy
+394
New +$32.4K 0.02% 293

Other funds holding VIOV

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NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 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 $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Indiana Trust & Investment Management's VIOV Position: Q4 2023 in Review

Indiana Trust & Investment Management sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2023, closing a stake of 394 shares — an estimated $30.4K sold.

Indiana Trust & Investment Management first reported a position in VIOV in Q3 2023 and held it in 1 quarter. The position peaked at $30.4K in Q3 2023. 161 funds tracked by Wall St. Rank hold VIOV as of Q4 2023.

  • Indiana Trust & Investment Management reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2023 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 394 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2023, an estimated $30.4K.
  • Indiana Trust & Investment Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2023 and held it in 1 quarter.
  • Indiana Trust & Investment Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $30.4K in Q3 2023.
  • 161 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2023.

Based on Indiana Trust & Investment Management's 13F filing for Q4 2023, filed 23 Jan 2024.