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Source Financial Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Source Financial Advisors’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
Q3 		$807K Buy
7,456
+126
+2% +$13.1K 0.24% 52
2024
Q2 		$720K Buy
7,330
+1,091
+17% +$107K 0.22% 55
2024
Q1 		$633K Buy
6,239
+151
+2% +$14.7K 0.19% 59
2023
Q4 		$604K Buy
6,088
+381
+7% +$34K 0.19% 69
2023
Q3 		$499K Sell
5,707
-1,808
-24% -$167K 0.17% 74
2023
Q2 		$691K Buy
7,515
+42
+0.6% +$3.68K 0.23% 61
2023
Q1 		$664K Sell
7,473
-667
-8% -$61.1K 0.22% 64
2022
Q4 		$705K Buy
8,140
+196
+2% +$17.4K 0.27% 64
2022
Q3 		$641K Sell
7,944
-2,340
-23% -$209K 0.25% 63
2022
Q2 		$874K Buy
10,284
+984
+11% +$89.9K 0.34% 54
2022
Q1 		$921K Buy
9,300
+2,328
+33% +$230K 0.27% 56
2021
Q4 		$732K Buy
6,972
+786
+13% +$82.6K 0.2% 64
2021
Q3 		$623K Buy
6,186
+116
+2% +$11.7K 0.16% 65
2021
Q2 		$630K Sell
6,070
-270
-4% -$27.6K 0.16% 64
2021
Q1 		$631K Buy
6,340
+646
+11% +$61.8K 0.17% 63
2020
Q4 		$478K Buy
+5,694
New +$430K 0.13% 75

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Source Financial Advisors's VIOO Position: Q3 2024 in Review

Source Financial Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1.7% in Q3 2024, buying an estimated $13.1K and bringing the position to 7,456 shares worth $807K. The position accounts for 0.24% of the portfolio, ranked #52.

Source Financial Advisors first reported a position in VIOO in Q4 2020 and has held it in 16 quarters since. The position peaked at $921K in Q1 2022. 304 funds tracked by Wall St. Rank hold VIOO as of Q3 2024.

  • Source Financial Advisors held 7,456 shares of Vanguard S&P Small-Cap 600 ETF worth $807K as of Q3 2024.
  • Source Financial Advisors bought 126 Vanguard S&P Small-Cap 600 ETF shares in Q3 2024, an estimated $13.1K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.24% of Source Financial Advisors's portfolio in Q3 2024, its #52 holding.
  • Source Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $921K in Q1 2022.
  • 304 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.