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

Mutual 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
2021
Q3 		– Sell
-2,016
Closed -$209K – 903
2021
Q2 		$209K Buy
+2,016
New +$206K 0.01% 780
2018
Q4 		– Sell
-3,340
Closed -$266K – 491
2018
Q3 		$266K Buy
3,340
+142
+4% +$11.3K 0.04% 393
2018
Q2 		$244K Buy
3,198
+128
+4% +$9.48K 0.06% 367
2018
Q1 		$215K Buy
+3,070
New +$217K 0.05% 364

Other funds holding VIOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mutual Advisors's VIOO Position: Q3 2021 in Review

Mutual Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2021, closing a stake of 2,016 shares — an estimated $209K sold.

Mutual Advisors first reported a position in VIOO in Q1 2018 and held it in 4 quarters. The position peaked at $266K in Q3 2018. 177 funds tracked by Wall St. Rank hold VIOO as of Q3 2021.

  • Mutual Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2021 after selling out during the quarter.
  • Mutual Advisors sold 2,016 Vanguard S&P Small-Cap 600 ETF shares in Q3 2021, an estimated $209K.
  • Mutual Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2018 and held it in 4 quarters.
  • Mutual Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $266K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2021.

Based on Mutual Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.