NNP
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Nachman Norwood & Parrott’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-100
Closed -$6K – 1010
2020
Q3 		$6K Buy
+100
New +$6.57K ﹤0.01% 919
2020
Q1 		– Sell
-11,114
Closed -$846K – 251
2019
Q4 		$846K Hold
11,114
– – 0.14% 118
2019
Q3 		$793K Hold
11,114
– – 0.14% 117
2019
Q2 		$794K Hold
11,114
– – 0.14% 114
2019
Q1 		$780K Hold
11,114
– – 0.15% 112
2018
Q4 		$699K Buy
+11,114
New +$784K 0.15% 115

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Nachman Norwood & Parrott's VIOO Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2020, closing a stake of 100 shares — an estimated $6K sold.

Nachman Norwood & Parrott first reported a position in VIOO in Q4 2018 and held it in 6 quarters. The position peaked at $846K in Q4 2019. 147 funds tracked by Wall St. Rank hold VIOO as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 100 Vanguard S&P Small-Cap 600 ETF shares in Q4 2020, an estimated $6K.
  • Nachman Norwood & Parrott first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2018 and held it in 6 quarters.
  • Nachman Norwood & Parrott's Vanguard S&P Small-Cap 600 ETF position peaked at $846K in Q4 2019.
  • 147 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.