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Reilly Financial Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$2K Hold
16
– – ﹤0.01% 1012
2021
Q3 		$2K Hold
16
– – ﹤0.01% 867
2021
Q2 		$2K Buy
16
+10
+167% +$1.02K ﹤0.01% 928
2021
Q1 		$1K Hold
6
– – ﹤0.01% 1000
2020
Q4 		$1K Hold
6
– – ﹤0.01% 872
2020
Q3 		$0 Hold
6
– – ﹤0.01% 941
2020
Q2 		$0 Buy
+6
New +$346 ﹤0.01% 964

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Reilly Financial Advisors's VIOO Position: Q4 2021 in Review

Reilly Financial Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q4 2021 at 16 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Reilly Financial Advisors first reported a position in VIOO in Q2 2020 and has held it in 7 quarters since. 206 funds tracked by Wall St. Rank hold VIOO as of Q4 2021.

  • Reilly Financial Advisors held 16 shares of Vanguard S&P Small-Cap 600 ETF worth $2K as of Q4 2021.
  • Reilly Financial Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q4 2021.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1012 holding.
  • Reilly Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2020 and has held it in 7 quarters since.
  • 206 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.