Resource Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Resource Management’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
2021 Q4	$361K	Hold	4,000	–	–	0.04%	134
2021 Q3	$348K	Hold	4,000	–	–	0.04%	133
2021 Q2	$365K	Hold	4,000	–	–	0.04%	129
2021 Q1	$348K	Hold	4,000	–	–	0.04%	127
2020 Q4	$281K	Buy	+4,000	New	+$252K	0.04%	136

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

RJA

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

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Resource Management's VIOV Position: Q4 2021 in Review

Resource Management held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q4 2021 at 4,000 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #134.

Resource Management first reported a position in VIOV in Q4 2020 and has held it in 5 quarters since. The position peaked at $365K in Q2 2021. 138 funds tracked by Wall St. Rank hold VIOV as of Q4 2021.

Resource Management held 4,000 shares of Vanguard S&P Small-Cap 600 Value ETF worth $361K as of Q4 2021.
Resource Management left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q4 2021.
Vanguard S&P Small-Cap 600 Value ETF made up 0.04% of Resource Management's portfolio in Q4 2021, its #134 holding.
Resource Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2020 and has held it in 5 quarters since.
Resource Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $365K in Q2 2021.
138 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.