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Keeler & Nadler Financial Planning & Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Keeler & Nadler Financial Planning & 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
2021
Q4 		$203K Buy
+2,244
New +$203K 0.19% 49

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $424B AUM 22.96% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's VIOV Position: Q4 2021 in Review

Keeler & Nadler Financial Planning & Wealth Management opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2021: 2,244 shares worth $203K. The stake represents 0.19% of the portfolio and ranks #49 among its holdings.

138 funds tracked by Wall St. Rank hold VIOV as of Q4 2021.

  • Keeler & Nadler Financial Planning & Wealth Management held 2,244 shares of Vanguard S&P Small-Cap 600 Value ETF worth $203K as of Q4 2021.
  • Vanguard S&P Small-Cap 600 Value ETF was a new Keeler & Nadler Financial Planning & Wealth Management position in Q4 2021.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.19% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q4 2021, its #49 holding.
  • 138 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2021.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q4 2021, filed 3 Oct 2024.