NMIS
VIOV icon

Northwestern Mutual Investment Services’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Northwestern Mutual Investment Services’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
2015
Q2 		– Sell
-200
Closed -$10K – 121
2015
Q1 		$10K Buy
+200
New +$9.99K ﹤0.01% 29

Other funds holding VIOV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Investment Services's VIOV Position: Q2 2015 in Review

Northwestern Mutual Investment Services sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2015, closing a stake of 200 shares — an estimated $10K sold.

Northwestern Mutual Investment Services first reported a position in VIOV in Q1 2015 and held it in 1 quarter. The position peaked at $10K in Q1 2015. 24 funds tracked by Wall St. Rank hold VIOV as of Q2 2015.

  • Northwestern Mutual Investment Services reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 200 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2015, an estimated $10K.
  • Northwestern Mutual Investment Services first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Vanguard S&P Small-Cap 600 Value ETF position peaked at $10K in Q1 2015.
  • 24 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q2 2015, filed 14 Aug 2015.