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Sage Financial Management Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Sage Financial Management Group’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
2021
Q2 		– Sell
-290
Closed -$29K – 111
2021
Q1 		$29K Buy
+290
New +$27.7K 0.02% 75

Other funds holding VIOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sage Financial Management Group's VIOO Position: Q2 2021 in Review

Sage Financial Management Group sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2021, closing a stake of 290 shares — an estimated $29K sold.

Sage Financial Management Group first reported a position in VIOO in Q1 2021 and held it in 1 quarter. The position peaked at $29K in Q1 2021. 180 funds tracked by Wall St. Rank hold VIOO as of Q2 2021.

  • Sage Financial Management Group reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 290 Vanguard S&P Small-Cap 600 ETF shares in Q2 2021, an estimated $29K.
  • Sage Financial Management Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Vanguard S&P Small-Cap 600 ETF position peaked at $29K in Q1 2021.
  • 180 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.