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Private Vista’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Private Vista’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
2020
Q2 		$809K Buy
+12,938
New +$746K 0.39% 48

Other funds holding VIOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Vista's VIOO Position: Q2 2020 in Review

Private Vista opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2020: 12,938 shares worth $809K. The stake represents 0.39% of the portfolio and ranks #48 among its holdings.

126 funds tracked by Wall St. Rank hold VIOO as of Q2 2020.

  • Private Vista held 12,938 shares of Vanguard S&P Small-Cap 600 ETF worth $809K as of Q2 2020.
  • Vanguard S&P Small-Cap 600 ETF was a new Private Vista position in Q2 2020.
  • Vanguard S&P Small-Cap 600 ETF made up 0.39% of Private Vista's portfolio in Q2 2020, its #48 holding.
  • 126 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.