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

Simplicity Solutions’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
2020
Q3 		– Sell
-15,348
Closed -$801K – 955
2020
Q2 		$801K Buy
+15,348
New +$746K 0.02% 524

Other funds holding VIOV

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Simplicity Solutions's VIOV Position: Q3 2020 in Review

Simplicity Solutions sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2020, closing a stake of 15,348 shares — an estimated $801K sold.

Simplicity Solutions first reported a position in VIOV in Q2 2020 and held it in 1 quarter. The position peaked at $801K in Q2 2020. 82 funds tracked by Wall St. Rank hold VIOV as of Q3 2020.

  • Simplicity Solutions reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Simplicity Solutions sold 15,348 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2020, an estimated $801K.
  • Simplicity Solutions first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2020 and held it in 1 quarter.
  • Simplicity Solutions's Vanguard S&P Small-Cap 600 Value ETF position peaked at $801K in Q2 2020.
  • 82 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2020.

Based on Simplicity Solutions's 13F filing for Q3 2020, filed 4 Nov 2020.