Institutional & Family Asset Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Institutional & Family Asset Management’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 Q2	$4.32K	Hold	44	–	–	﹤0.01%	515
2024 Q1	$4.47K	Hold	44	–	–	﹤0.01%	507
2023 Q4	$4.36K	Hold	44	–	–	﹤0.01%	495
2023 Q3	$3.85K	Hold	44	–	–	﹤0.01%	495
2023 Q2	$4.04K	Hold	44	–	–	﹤0.01%	506
2023 Q1	$3.91K	Hold	44	–	–	﹤0.01%	507
2022 Q4	$3.81K	Hold	44	–	–	﹤0.01%	501
2022 Q3	$4K	Hold	44	–	–	﹤0.01%	523
2022 Q2	$4K	Hold	44	–	–	﹤0.01%	533
2022 Q1	$4K	Hold	44	–	–	﹤0.01%	592
2021 Q4	$5K	Hold	44	–	–	﹤0.01%	570
2021 Q3	$4K	Hold	44	–	–	﹤0.01%	718
2021 Q2	$5K	Hold	44	–	–	﹤0.01%	726
2021 Q1	$4K	Hold	44	–	–	﹤0.01%	734
2020 Q4	$4K	Hold	44	–	–	﹤0.01%	682
2020 Q3	$3K	Hold	44	–	–	﹤0.01%	664
2020 Q2	$3K	Hold	44	–	–	﹤0.01%	662
2020 Q1	$2K	Hold	44	–	–	﹤0.01%	678
2019 Q4	$3K	Hold	44	–	–	﹤0.01%	686
2019 Q3	$3K	Hold	44	–	–	﹤0.01%	649
2019 Q2	$3K	Hold	44	–	–	﹤0.01%	676
2019 Q1	$3K	Hold	44	–	–	﹤0.01%	676
2018 Q4	$3K	Hold	44	–	–	﹤0.01%	656
2018 Q3	$4K	Hold	44	–	–	﹤0.01%	653
2018 Q2	$3K	Hold	44	–	–	﹤0.01%	689
2018 Q1	$3K	Buy	+44	New	+$3.11K	﹤0.01%	688

Other funds holding VIOO

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Institutional & Family Asset Management's VIOO Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2024 at 44 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Institutional & Family Asset Management first reported a position in VIOO in Q1 2018 and has held it in 26 quarters since. The position peaked at $5K in Q4 2021. 304 funds tracked by Wall St. Rank hold VIOO as of Q2 2024.

Institutional & Family Asset Management held 44 shares of Vanguard S&P Small-Cap 600 ETF worth $4.32K as of Q2 2024.
Institutional & Family Asset Management left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2024.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #515 holding.
Institutional & Family Asset Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Vanguard S&P Small-Cap 600 ETF position peaked at $5K in Q4 2021.
304 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.