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

Jeppson 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
2023
Q2 		– Sell
-2,616
Closed -$211K – 205
2023
Q1 		$211K Sell
2,616
-100
-4% -$8.43K 0.09% 183
2022
Q4 		$213K Buy
+2,716
New +$216K 0.09% 185

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
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
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Jeppson Wealth Management's VIOV Position: Q2 2023 in Review

Jeppson Wealth Management sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2023, closing a stake of 2,616 shares — an estimated $211K sold.

Jeppson Wealth Management first reported a position in VIOV in Q4 2022 and held it in 2 quarters. The position peaked at $213K in Q4 2022. 155 funds tracked by Wall St. Rank hold VIOV as of Q2 2023.

  • Jeppson Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Jeppson Wealth Management sold 2,616 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2023, an estimated $211K.
  • Jeppson Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2022 and held it in 2 quarters.
  • Jeppson Wealth Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $213K in Q4 2022.
  • 155 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2023.

Based on Jeppson Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.