Pathstone Family Office’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Pathstone Family Office’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
2023 Q3	$612K	Buy	+7,007	New	+$645K	﹤0.01%	946

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pathstone Family Office's VIOO Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2023: 7,007 shares worth $612K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings.

255 funds tracked by Wall St. Rank hold VIOO as of Q3 2023.

Pathstone Family Office held 7,007 shares of Vanguard S&P Small-Cap 600 ETF worth $612K as of Q3 2023.
Vanguard S&P Small-Cap 600 ETF was a new Pathstone Family Office position in Q3 2023.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #946 holding.
255 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.