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Osborn Williams & Donohoe’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-100
Closed -$7K – 649
2019
Q1 		$7K Buy
+100
New +$6.37K ﹤0.01% 659

Other funds holding VIOV

ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Osborn Williams & Donohoe's VIOV Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2019, closing a stake of 100 shares — an estimated $7K sold.

Osborn Williams & Donohoe first reported a position in VIOV in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 65 funds tracked by Wall St. Rank hold VIOV as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 100 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2019, an estimated $7K.
  • Osborn Williams & Donohoe first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Vanguard S&P Small-Cap 600 Value ETF position peaked at $7K in Q1 2019.
  • 65 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.