Sawyer & Company’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Sawyer & Company’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
2024 Q1	–	Sell	-196	Closed	-$19K	–	184
2023 Q4	$19K	Hold	196	–	–	0.01%	147
2023 Q3	$17K	Hold	196	–	–	0.01%	153
2023 Q2	$18K	Hold	196	–	–	0.01%	140
2023 Q1	$17K	Hold	196	–	–	0.01%	147
2022 Q4	$17K	Hold	196	–	–	0.01%	154
2022 Q3	$16K	Hold	196	–	–	0.01%	151
2022 Q2	$17K	Hold	196	–	–	0.01%	149
2022 Q1	$19K	Hold	196	–	–	0.01%	149
2021 Q4	$21K	Hold	196	–	–	0.01%	151
2021 Q3	$20K	Buy	196 +36	+23%	+$3.64K	0.01%	151
2021 Q2	$17K	Buy	+160	New	+$16.4K	0.01%	148

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sawyer & Company's VIOO Position: Q1 2024 in Review

Sawyer & Company sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2024, closing a stake of 196 shares — an estimated $19K sold.

Sawyer & Company first reported a position in VIOO in Q2 2021 and held it in 11 quarters. The position peaked at $21K in Q4 2021. 284 funds tracked by Wall St. Rank hold VIOO as of Q1 2024.

Sawyer & Company reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2024 after selling out during the quarter.
Sawyer & Company sold 196 Vanguard S&P Small-Cap 600 ETF shares in Q1 2024, an estimated $19K.
Sawyer & Company first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2021 and held it in 11 quarters.
Sawyer & Company's Vanguard S&P Small-Cap 600 ETF position peaked at $21K in Q4 2021.
284 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2024.

Based on Sawyer & Company's 13F filing for Q1 2024, filed 16 Apr 2024.