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Legacy Financial Strategies’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Legacy Financial Strategies’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
2018
Q3 		– Sell
-7,502
Closed -$571K – 89
2018
Q2 		$571K Buy
7,502
+1,594
+27% +$118K 0.51% 28
2018
Q1 		$414K Buy
5,908
+822
+16% +$58K 0.4% 53
2017
Q4 		$354K Buy
+5,086
New +$350K 0.38% 62

Other funds holding VIOO

BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Legacy Financial Strategies's VIOO Position: Q3 2018 in Review

Legacy Financial Strategies sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2018, closing a stake of 7,502 shares — an estimated $571K sold.

Legacy Financial Strategies first reported a position in VIOO in Q4 2017 and held it in 3 quarters. The position peaked at $571K in Q2 2018. 114 funds tracked by Wall St. Rank hold VIOO as of Q3 2018.

  • Legacy Financial Strategies reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 7,502 Vanguard S&P Small-Cap 600 ETF shares in Q3 2018, an estimated $571K.
  • Legacy Financial Strategies first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Strategies's Vanguard S&P Small-Cap 600 ETF position peaked at $571K in Q2 2018.
  • 114 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.