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

Meristem Family Wealth’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
Q1 		$1.73M Buy
17,500
+2,570
+17% +$254K 0.19% 61
2021
Q4 		$1.57M Buy
14,930
+1,530
+11% +$161K 0.13% 87
2021
Q3 		$1.35M Buy
+13,400
New +$1.35M 0.13% 93

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Meristem Family Wealth's VIOO Position: Q1 2022 in Review

Meristem Family Wealth increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 17% in Q1 2022, buying an estimated $254K and bringing the position to 17,500 shares worth $1.73M. The position accounts for 0.19% of the portfolio, ranked #61.

Meristem Family Wealth first reported a position in VIOO in Q3 2021 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold VIOO as of Q1 2022.

  • Meristem Family Wealth held 17,500 shares of Vanguard S&P Small-Cap 600 ETF worth $1.73M as of Q1 2022.
  • Meristem Family Wealth bought 2,570 Vanguard S&P Small-Cap 600 ETF shares in Q1 2022, an estimated $254K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.19% of Meristem Family Wealth's portfolio in Q1 2022, its #61 holding.
  • Meristem Family Wealth first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2021 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.