Sargent Bickham Lagudis’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$40.9K	Hold	472	–	–	﹤0.01%	476
2022 Q3	$38K	Hold	472	–	–	﹤0.01%	464
2022 Q2	$40K	Hold	472	–	–	﹤0.01%	469
2022 Q1	$47K	Buy	472 +314	+199%	+$31.1K	﹤0.01%	466
2021 Q4	$17K	Hold	158	–	–	﹤0.01%	634
2021 Q3	$16K	Hold	158	–	–	﹤0.01%	648
2021 Q2	$16K	Hold	158	–	–	﹤0.01%	646
2021 Q1	$16K	Hold	158	–	–	﹤0.01%	624
2020 Q4	$13K	Hold	158	–	–	﹤0.01%	621
2020 Q3	$10K	Hold	158	–	–	﹤0.01%	605
2020 Q2	$10K	Hold	158	–	–	﹤0.01%	588
2020 Q1	$8K	Hold	158	–	–	﹤0.01%	597
2019 Q4	$12K	Hold	158	–	–	﹤0.01%	597
2019 Q3	$11K	Hold	158	–	–	﹤0.01%	550
2019 Q2	$11K	Hold	158	–	–	﹤0.01%	582
2019 Q1	$11K	Hold	158	–	–	﹤0.01%	599
2018 Q4	$10K	Hold	158	–	–	﹤0.01%	583
2018 Q3	$13K	Hold	158	–	–	﹤0.01%	571
2018 Q2	$12K	Hold	158	–	–	﹤0.01%	563
2018 Q1	$11K	Hold	158	–	–	﹤0.01%	560
2017 Q4	$11K	Hold	158	–	–	﹤0.01%	596
2017 Q3	$11K	Hold	158	–	–	﹤0.01%	601
2017 Q2	$10K	Hold	158	–	–	﹤0.01%	584
2017 Q1	$10K	Hold	158	–	–	﹤0.01%	602
2016 Q4	$10K	Hold	158	–	–	﹤0.01%	564
2016 Q3	$9	Hold	158	–	–	﹤0.01%	592
2016 Q2	$8K	Hold	158	–	–	﹤0.01%	575
2016 Q1	$8K	Buy	+158	New	+$7.43K	﹤0.01%	593

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BWM

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

RJFSA

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

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

PIMG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sargent Bickham Lagudis's VIOO Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q4 2022 at 472 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Sargent Bickham Lagudis first reported a position in VIOO in Q1 2016 and has held it in 28 quarters since. The position peaked at $47K in Q1 2022. 242 funds tracked by Wall St. Rank hold VIOO as of Q4 2022.

Sargent Bickham Lagudis held 472 shares of Vanguard S&P Small-Cap 600 ETF worth $40.9K as of Q4 2022.
Sargent Bickham Lagudis left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q4 2022.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #476 holding.
Sargent Bickham Lagudis first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Vanguard S&P Small-Cap 600 ETF position peaked at $47K in Q1 2022.
242 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.