SAM
VIOO icon

S.A. Mason’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

S.A. Mason’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
-4,600
Closed -$350K – 459
2019
Q4 		$350K Buy
+4,600
New +$338K 0.33% 89

Other funds holding VIOO

BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
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
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
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

S.A. Mason's VIOO Position: Q1 2020 in Review

S.A. Mason sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2020, closing a stake of 4,600 shares — an estimated $350K sold.

S.A. Mason first reported a position in VIOO in Q4 2019 and held it in 1 quarter. The position peaked at $350K in Q4 2019. 119 funds tracked by Wall St. Rank hold VIOO as of Q1 2020.

  • S.A. Mason reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2020 after selling out during the quarter.
  • S.A. Mason sold 4,600 Vanguard S&P Small-Cap 600 ETF shares in Q1 2020, an estimated $350K.
  • S.A. Mason first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and held it in 1 quarter.
  • S.A. Mason's Vanguard S&P Small-Cap 600 ETF position peaked at $350K in Q4 2019.
  • 119 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2020.

Based on S.A. Mason's 13F filing for Q1 2020, filed 14 May 2020.