KerberRose Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

KerberRose Wealth Management’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$370K	Buy	+4,348	New	+$397K	0.3%	64

Other funds holding VIOO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

KerberRose Wealth Management's VIOO Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2022: 4,348 shares worth $370K. The stake represents 0.3% of the portfolio and ranks #64 among its holdings.

207 funds tracked by Wall St. Rank hold VIOO as of Q2 2022.

KerberRose Wealth Management held 4,348 shares of Vanguard S&P Small-Cap 600 ETF worth $370K as of Q2 2022.
Vanguard S&P Small-Cap 600 ETF was a new KerberRose Wealth Management position in Q2 2022.
Vanguard S&P Small-Cap 600 ETF made up 0.3% of KerberRose Wealth Management's portfolio in Q2 2022, its #64 holding.
207 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.