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

Rise 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
-26
Closed -$2.3K – 1279
2024
Q1 		$2.3K Hold
26
– – ﹤0.01% 1131
2023
Q4 		$2.3K Hold
26
– – ﹤0.01% 450
2023
Q3 		$2K Hold
26
– – ﹤0.01% 464
2023
Q2 		$2.13K Hold
26
– – ﹤0.01% 509
2023
Q1 		$2.1K Hold
26
– – ﹤0.01% 569
2022
Q4 		$2.04K Hold
26
– – ﹤0.01% 566
2022
Q3 		$2K Hold
26
– – ﹤0.01% 576
2022
Q2 		$2K Hold
26
– – ﹤0.01% 586
2022
Q1 		$2K Hold
26
– – ﹤0.01% 562
2021
Q4 		$2.35K Buy
+26
New +$2.36K ﹤0.01% 513

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Morgan Stanley
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
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

Rise Advisors's VIOV Position: Q2 2024 in Review

Rise Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2024, closing a stake of 26 shares — an estimated $2.3K sold.

Rise Advisors first reported a position in VIOV in Q4 2021 and held it in 10 quarters. The position peaked at $2.35K in Q4 2021. 165 funds tracked by Wall St. Rank hold VIOV as of Q2 2024.

  • Rise Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Rise Advisors sold 26 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2024, an estimated $2.3K.
  • Rise Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 10 quarters.
  • Rise Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $2.35K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.