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

Signify Wealth’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
2021
Q3 		– Sell
-86,642
Closed -$7.9M – 19
2021
Q2 		$7.9M Sell
86,642
-12,732
-13% -$1.15M 6.09% 6
2021
Q1 		$8.65M Buy
+99,374
New +$8.13M 6.47% 7

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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 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
RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Signify Wealth's VIOV Position: Q3 2021 in Review

Signify Wealth sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2021, closing a stake of 86,642 shares — an estimated $7.9M sold.

Signify Wealth first reported a position in VIOV in Q1 2021 and held it in 2 quarters. The position peaked at $8.65M in Q1 2021. 127 funds tracked by Wall St. Rank hold VIOV as of Q3 2021.

  • Signify Wealth reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q3 2021 after selling out during the quarter.
  • Signify Wealth sold 86,642 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2021, an estimated $7.9M.
  • Signify Wealth first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2021 and held it in 2 quarters.
  • Signify Wealth's Vanguard S&P Small-Cap 600 Value ETF position peaked at $8.65M in Q1 2021.
  • 127 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2021.

Based on Signify Wealth's 13F filing for Q3 2021, filed 2 Nov 2021.