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National Planning Corporation’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-4,648
Closed -$315K – 593
2017
Q3 		$315K Sell
4,648
-5,022
-52% -$321K 0.03% 515
2017
Q2 		$623K Buy
+9,670
New +$608K 0.05% 353

Other funds holding VIOO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RGI
River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

National Planning Corporation's VIOO Position: Q4 2017 in Review

National Planning Corporation sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2017, closing a stake of 4,648 shares — an estimated $315K sold.

National Planning Corporation first reported a position in VIOO in Q2 2017 and held it in 2 quarters. The position peaked at $623K in Q2 2017. 84 funds tracked by Wall St. Rank hold VIOO as of Q4 2017.

  • National Planning Corporation reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 4,648 Vanguard S&P Small-Cap 600 ETF shares in Q4 2017, an estimated $315K.
  • National Planning Corporation first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2017 and held it in 2 quarters.
  • National Planning Corporation's Vanguard S&P Small-Cap 600 ETF position peaked at $623K in Q2 2017.
  • 84 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.