SFC
VIOO icon

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

Strategic Financial Concepts’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 		– Sell
-21,225
Closed -$196 – 719
2024
Q2 		$196 Buy
+21,225
New +$2.09M ﹤0.01% 725

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

Strategic Financial Concepts's VIOO Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2024, closing a stake of 21,225 shares — an estimated $196 sold.

Strategic Financial Concepts first reported a position in VIOO in Q2 2024 and held it in 1 quarter. The position peaked at $196 in Q2 2024. 304 funds tracked by Wall St. Rank hold VIOO as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 21,225 Vanguard S&P Small-Cap 600 ETF shares in Q3 2024, an estimated $196.
  • Strategic Financial Concepts first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Vanguard S&P Small-Cap 600 ETF position peaked at $196 in Q2 2024.
  • 304 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.