JP Morgan Private Wealth Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$1.69M	Hold	21,918	–	–	﹤0.01%	803
2023 Q2	$1.8M	Sell	21,918 -646	-3%	-$51K	0.01%	600
2023 Q1	$1.82M	Hold	22,564	–	–	﹤0.01%	917
2022 Q4	$1.77M	Hold	22,564	–	–	﹤0.01%	896
2022 Q3	$1.61M	Hold	22,564	–	–	﹤0.01%	923
2022 Q2	$1.74M	Hold	22,564	–	–	﹤0.01%	889
2022 Q1	$2M	Hold	22,564	–	–	﹤0.01%	894
2021 Q4	$2.04M	Hold	22,564	–	–	﹤0.01%	910
2021 Q3	$1.96M	Hold	22,564	–	–	﹤0.01%	910
2021 Q2	$2.06M	Sell	22,564 -84	-0.4%	-$7.6K	0.01%	870
2021 Q1	$1.97M	Hold	22,648	–	–	0.01%	774
2020 Q4	$1.59M	Hold	22,648	–	–	0.01%	834
2020 Q3	$1.2M	Hold	22,648	–	–	﹤0.01%	816
2020 Q2	$1.18M	Buy	22,648 +168	+0.7%	+$8.17K	0.01%	752
2020 Q1	$972K	Hold	22,480	–	–	0.01%	723
2019 Q4	$1.56M	Sell	22,480 -168	-0.7%	-$11.2K	0.01%	663
2019 Q3	$1.47M	Sell	22,648 -524	-2%	-$33.2K	0.01%	648
2019 Q2	$1.49M	Buy	23,172 +312	+1%	+$20K	0.01%	652
2019 Q1	$1.46M	Sell	22,860 -824	-3%	-$52.5K	0.01%	684
2018 Q4	$1.34M	Buy	23,684 +334	+1%	+$21.4K	0.01%	664
2018 Q3	$1.68M	Hold	23,350	–	–	0.01%	669
2018 Q2	$1.65M	Sell	23,350 -76	-0.3%	-$5.24K	0.01%	639
2018 Q1	$1.53M	Hold	23,426	–	–	0.01%	541
2017 Q4	$1.55M	Sell	23,426 -800	-3%	-$51.9K	0.01%	543
2017 Q3	$1.55M	Sell	24,226 -1,734	-7%	-$104K	0.01%	522
2017 Q2	$1.57M	Sell	25,960 -800	-3%	-$47.7K	0.01%	514
2017 Q1	$1.6M	Buy	26,760 +2,480	+10%	+$149K	0.01%	513
2016 Q4	$1.46M	Hold	24,280	–	–	0.01%	501
2016 Q3	$1.31M	Sell	24,280 -274	-1%	-$14.5K	0.01%	526
2016 Q2	$1.23M	Buy	24,554 +198	+0.8%	+$9.79K	0.01%	545
2016 Q1	$1.19M	Buy	+24,356	New	+$1.09M	0.01%	513

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return

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

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VIOV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q3 2023 at 21,918 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #803.

JP Morgan Private Wealth Advisors first reported a position in VIOV in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.06M in Q2 2021. 150 funds tracked by Wall St. Rank hold VIOV as of Q3 2023.

JP Morgan Private Wealth Advisors held 21,918 shares of Vanguard S&P Small-Cap 600 Value ETF worth $1.69M as of Q3 2023.
JP Morgan Private Wealth Advisors left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q3 2023.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #803 holding.
JP Morgan Private Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2016 and has held it in 31 quarters since.
JP Morgan Private Wealth Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $2.06M in Q2 2021.
150 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.