Resonant Capital Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Resonant Capital Advisors’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 Q2	–	Sell	-35,592	Closed	-$3.15M	–	355
2024 Q1	$3.15M	Buy	35,592 +219	+0.6%	+$18.7K	0.27%	82
2023 Q4	$3.13M	Buy	35,373 +2,370	+7%	+$186K	0.3%	70
2023 Q3	$2.56M	Buy	33,003 +1,125	+4%	+$92.5K	0.27%	81
2023 Q2	$2.63M	Buy	31,878 +1,558	+5%	+$123K	0.29%	81
2023 Q1	$2.45M	Sell	30,320 -18	-0.1%	-$1.52K	0.28%	85
2022 Q4	$2.38M	Buy	+30,338	New	+$2.42M	0.3%	84

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

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

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

RJA

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

OWA

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

MGIA

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

Resonant Capital Advisors's VIOV Position: Q2 2024 in Review

Resonant Capital Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2024, closing a stake of 35,592 shares — an estimated $3.15M sold.

Resonant Capital Advisors first reported a position in VIOV in Q4 2022 and held it in 6 quarters. The position peaked at $3.15M in Q1 2024. 165 funds tracked by Wall St. Rank hold VIOV as of Q2 2024.

Resonant Capital Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2024 after selling out during the quarter.
Resonant Capital Advisors sold 35,592 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2024, an estimated $3.15M.
Resonant Capital Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2022 and held it in 6 quarters.
Resonant Capital Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $3.15M in Q1 2024.
165 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2024.

Based on Resonant Capital Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.