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

Sawyer & Company’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-69
Closed -$6K – 198
2024
Q2 		$6K Hold
69
– – ﹤0.01% 155
2024
Q1 		$6.1K Sell
69
-362
-84% -$30.9K ﹤0.01% 156
2023
Q4 		$38K Sell
431
-120
-22% -$9.44K 0.02% 130
2023
Q3 		$42K Buy
+551
New +$45.3K 0.02% 127

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Sawyer & Company's VIOV Position: Q3 2024 in Review

Sawyer & Company sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2024, closing a stake of 69 shares — an estimated $6K sold.

Sawyer & Company first reported a position in VIOV in Q3 2023 and held it in 4 quarters. The position peaked at $42K in Q3 2023. 173 funds tracked by Wall St. Rank hold VIOV as of Q3 2024.

  • Sawyer & Company reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Sawyer & Company sold 69 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2024, an estimated $6K.
  • Sawyer & Company first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2023 and held it in 4 quarters.
  • Sawyer & Company's Vanguard S&P Small-Cap 600 Value ETF position peaked at $42K in Q3 2023.
  • 173 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2024.

Based on Sawyer & Company's 13F filing for Q3 2024, filed 10 Oct 2024.