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MinichMacGregor Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

MinichMacGregor Wealth Management’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4
Closed – – 520
2017
Q1 		$0 Buy
+4
New +$240 ﹤0.01% 507

Other funds holding VIOV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

MinichMacGregor Wealth Management's VIOV Position: Q2 2017 in Review

MinichMacGregor Wealth Management sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2017, closing a stake of 4 shares.

MinichMacGregor Wealth Management first reported a position in VIOV in Q1 2017 and held it in 1 quarter. The position peaked at $0 in Q1 2017. 40 funds tracked by Wall St. Rank hold VIOV as of Q2 2017.

  • MinichMacGregor Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 4 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2017.
  • MinichMacGregor Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2017 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $0 in Q1 2017.
  • 40 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2017, filed 2 Jul 2018.