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

Peterson 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
2024 Q3	$6.04K	Buy	+65	New	+$5.81K	0.02%	267

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

ODIJL

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Peterson Financial Group's VIOV Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2024: 65 shares worth $6.04K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings.

173 funds tracked by Wall St. Rank hold VIOV as of Q3 2024.

Peterson Financial Group held 65 shares of Vanguard S&P Small-Cap 600 Value ETF worth $6.04K as of Q3 2024.
Vanguard S&P Small-Cap 600 Value ETF was a new Peterson Financial Group position in Q3 2024.
Vanguard S&P Small-Cap 600 Value ETF made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #267 holding.
173 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.