NFG
VIOV icon

Next Financial Group’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Next Financial Group’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
2021
Q4 		$5K Buy
+56
New +$5.08K ﹤0.01% 2440
2014
Q4 		– Sell
-100
Closed -$5K – 2370
2014
Q3 		$5K Hold
100
– – ﹤0.01% 2073
2014
Q2 		$5K Buy
+100
New +$4.82K ﹤0.01% 938

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Next Financial Group's VIOV Position: Q4 2021 in Review

Next Financial Group opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2021: 56 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2440 among its holdings. This is a return to the name: Next Financial Group previously reported a position in VIOV as recently as Q3 2014.

Next Financial Group first reported a position in VIOV in Q2 2014 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold VIOV as of Q4 2021.

  • Next Financial Group held 56 shares of Vanguard S&P Small-Cap 600 Value ETF worth $5K as of Q4 2021.
  • Vanguard S&P Small-Cap 600 Value ETF was a new Next Financial Group position in Q4 2021.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2440 holding.
  • Next Financial Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2014 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.