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Parkside Financial Bank & Trust’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Parkside Financial Bank & Trust’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
2025
Q1 		– Sell
-7,814
Closed -$729K – 2761
2024
Q4 		$729K Buy
+7,814
New +$745K 0.1% 158
2016
Q3 		– Hold
0
– – – 351

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Raymond James Financial
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ODIJL
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parkside Financial Bank & Trust's VIOV Position: Q1 2025 in Review

Parkside Financial Bank & Trust sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2025, closing a stake of 7,814 shares — an estimated $729K sold.

Parkside Financial Bank & Trust first reported a position in VIOV in Q4 2024 and held it in 1 quarter. The position peaked at $729K in Q4 2024. 179 funds tracked by Wall St. Rank hold VIOV as of Q1 2025.

  • Parkside Financial Bank & Trust reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 7,814 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $729K.
  • Parkside Financial Bank & Trust first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Vanguard S&P Small-Cap 600 Value ETF position peaked at $729K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2025, filed 8 May 2025.