JWM
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Janiczek Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Janiczek Wealth 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
2024
Q2 		$2.8K Hold
33
– – ﹤0.01% 815
2024
Q1 		$2.95K Hold
33
– – ﹤0.01% 828
2023
Q4 		$2.94K Buy
+33
New +$2.6K ﹤0.01% 814

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
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
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Janiczek Wealth Management's VIOV Position: Q2 2024 in Review

Janiczek Wealth Management held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q2 2024 at 33 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Janiczek Wealth Management first reported a position in VIOV in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.95K in Q1 2024. 165 funds tracked by Wall St. Rank hold VIOV as of Q2 2024.

  • Janiczek Wealth Management held 33 shares of Vanguard S&P Small-Cap 600 Value ETF worth $2.8K as of Q2 2024.
  • Janiczek Wealth Management left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q2 2024.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #815 holding.
  • Janiczek Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 3 quarters since.
  • Janiczek Wealth Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $2.95K in Q1 2024.
  • 165 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.