Miller Equity Capital Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Miller Equity Capital Advisors’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
2025 Q1	–	Sell	-8,879	Closed	-$942K	–	40
2024 Q4	$942K	Hold	8,879	–	–	0.36%	42
2024 Q3	$961K	Hold	8,879	–	–	0.37%	42
2024 Q2	$872K	Hold	8,879	–	–	0.36%	41
2024 Q1	$901K	Hold	8,879	–	–	0.37%	40
2023 Q4	$881K	Hold	8,879	–	–	0.4%	40
2023 Q3	$776K	Hold	8,879	–	–	0.4%	40
2023 Q2	$816K	Hold	8,879	–	–	0.41%	39
2023 Q1	$788K	Sell	8,879 -1	-0%	-$92	0.44%	40
2022 Q4	$769K	Hold	8,880	–	–	0.5%	40
2022 Q3	$717K	Hold	8,880	–	–	0.53%	43
2022 Q2	$755K	Hold	8,880	–	–	0.64%	42
2022 Q1	$879K	Hold	8,880	–	–	0.75%	37
2021 Q4	$933K	Sell	8,880 -318	-3%	-$33.4K	0.87%	32
2021 Q3	$927K	Sell	9,198 -64	-0.7%	-$6.47K	0.91%	32
2021 Q2	$961K	Hold	9,262	–	–	0.99%	32
2021 Q1	$921K	Hold	9,262	–	–	1.15%	28
2020 Q4	$777K	Hold	9,262	–	–	1.04%	30
2020 Q3	$598K	Hold	9,262	–	–	0.9%	30
2020 Q2	$579K	Buy	9,262 +620	+7%	+$35.8K	0.94%	26
2020 Q1	$443K	Buy	8,642 +1,762	+26%	+$119K	0.83%	28
2019 Q4	$523K	Buy	+6,880	New	+$506K	0.67%	30

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Miller Equity Capital Advisors's VIOO Position: Q1 2025 in Review

Miller Equity Capital Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2025, closing a stake of 8,879 shares — an estimated $942K sold.

Miller Equity Capital Advisors first reported a position in VIOO in Q4 2019 and held it in 21 quarters. The position peaked at $961K in Q2 2021. 331 funds tracked by Wall St. Rank hold VIOO as of Q1 2025.

Miller Equity Capital Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2025 after selling out during the quarter.
Miller Equity Capital Advisors sold 8,879 Vanguard S&P Small-Cap 600 ETF shares in Q1 2025, an estimated $942K.
Miller Equity Capital Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and held it in 21 quarters.
Miller Equity Capital Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $961K in Q2 2021.
331 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2025.

Based on Miller Equity Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.