River Global Investors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

River Global Investors’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 Q1	–	Sell	-107,760	Closed	-$8.2M	–	136
2019 Q4	$8.2M	Hold	107,760	–	–	0.45%	74
2019 Q3	$7.69M	Sell	107,760 -248,060	-70%	-$17.5M	0.54%	57
2019 Q2	$25.4M	Sell	355,820 -39,880	-10%	-$2.82M	1.77%	7
2019 Q1	$27.8M	Buy	+395,700	New	+$27.6M	1.94%	5
2018 Q1	–	Sell	-142,046	Closed	-$9.9M	–	126
2017 Q4	$9.9M	Sell	142,046 -55,760	-28%	-$3.84M	1.11%	21
2017 Q3	$13.4M	Hold	197,806	–	–	1.99%	6
2017 Q2	$12.6M	Sell	197,806 -10,244	-5%	-$644K	2.35%	6
2017 Q1	$13.1M	Buy	+208,050	New	+$13M	2.92%	2

Other funds holding VIOO

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

River Global Investors's VIOO Position: Q1 2020 in Review

River Global Investors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2020, closing a stake of 107,760 shares — an estimated $8.2M sold.

River Global Investors first reported a position in VIOO in Q1 2017 and held it in 8 quarters. The position peaked at $27.8M in Q1 2019. 119 funds tracked by Wall St. Rank hold VIOO as of Q1 2020.

River Global Investors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2020 after selling out during the quarter.
River Global Investors sold 107,760 Vanguard S&P Small-Cap 600 ETF shares in Q1 2020, an estimated $8.2M.
River Global Investors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2017 and held it in 8 quarters.
River Global Investors's Vanguard S&P Small-Cap 600 ETF position peaked at $27.8M in Q1 2019.
119 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2020.

Based on River Global Investors's 13F filing for Q1 2020, filed 14 May 2020.