JWCA
VIOV icon

J.W. Cole Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

J.W. Cole 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
Q4 		– Sell
-16,519
Closed -$1.53M – 1001
2024
Q3 		$1.53M Buy
+16,519
New +$1.48M 0.06% 302

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

J.W. Cole Advisors's VIOV Position: Q4 2024 in Review

J.W. Cole Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2024, closing a stake of 16,519 shares — an estimated $1.53M sold.

J.W. Cole Advisors first reported a position in VIOV in Q3 2024 and held it in 1 quarter. The position peaked at $1.53M in Q3 2024. 192 funds tracked by Wall St. Rank hold VIOV as of Q4 2024.

  • J.W. Cole Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 16,519 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $1.53M.
  • J.W. Cole Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2024 and held it in 1 quarter.
  • J.W. Cole Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1.53M in Q3 2024.
  • 192 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on J.W. Cole Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.