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

LifePlan Financial Group’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
2020
Q3 		$5K Hold
80
– – ﹤0.01% 487
2020
Q2 		$5K Hold
80
– – ﹤0.01% 486
2020
Q1 		$4K Hold
80
– – ﹤0.01% 480
2019
Q4 		$6K Buy
+80
New +$5.89K ﹤0.01% 458

Other funds holding VIOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

LifePlan Financial Group's VIOO Position: Q3 2020 in Review

LifePlan Financial Group held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q3 2020 at 80 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

LifePlan Financial Group first reported a position in VIOO in Q4 2019 and has held it in 4 quarters since. The position peaked at $6K in Q4 2019. 130 funds tracked by Wall St. Rank hold VIOO as of Q3 2020.

  • LifePlan Financial Group held 80 shares of Vanguard S&P Small-Cap 600 ETF worth $5K as of Q3 2020.
  • LifePlan Financial Group left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q3 2020.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #487 holding.
  • LifePlan Financial Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and has held it in 4 quarters since.
  • LifePlan Financial Group's Vanguard S&P Small-Cap 600 ETF position peaked at $6K in Q4 2019.
  • 130 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.