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

Private Advisory 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
2017
Q3 		– Sell
-786
Closed -$48K – 134
2017
Q2 		$48K Buy
+786
New +$46.8K 0.03% 126

Other funds holding VIOV

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
SHCM
Stokes & Hubbell Capital Management New Orleans, Louisiana $476M AUM 5.4% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Private Advisory Group's VIOV Position: Q3 2017 in Review

Private Advisory Group sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2017, closing a stake of 786 shares — an estimated $48K sold.

Private Advisory Group first reported a position in VIOV in Q2 2017 and held it in 1 quarter. The position peaked at $48K in Q2 2017. 40 funds tracked by Wall St. Rank hold VIOV as of Q3 2017.

  • Private Advisory Group reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q3 2017 after selling out during the quarter.
  • Private Advisory Group sold 786 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2017, an estimated $48K.
  • Private Advisory Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2017 and held it in 1 quarter.
  • Private Advisory Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $48K in Q2 2017.
  • 40 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2017.

Based on Private Advisory Group's 13F filing for Q3 2017, filed 8 Nov 2017.