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

Strategic Financial Partners’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
2020
Q2 		– Sell
-4,238
Closed -$217K – 67
2020
Q1 		$217K Sell
4,238
-3,456
-45% -$234K 0.23% 58
2019
Q4 		$586K Buy
+7,694
New +$566K 0.48% 38

Other funds holding VIOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strategic Financial Partners's VIOO Position: Q2 2020 in Review

Strategic Financial Partners sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2020, closing a stake of 4,238 shares — an estimated $217K sold.

Strategic Financial Partners first reported a position in VIOO in Q4 2019 and held it in 2 quarters. The position peaked at $586K in Q4 2019. 126 funds tracked by Wall St. Rank hold VIOO as of Q2 2020.

  • Strategic Financial Partners reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2020 after selling out during the quarter.
  • Strategic Financial Partners sold 4,238 Vanguard S&P Small-Cap 600 ETF shares in Q2 2020, an estimated $217K.
  • Strategic Financial Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and held it in 2 quarters.
  • Strategic Financial Partners's Vanguard S&P Small-Cap 600 ETF position peaked at $586K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2020.

Based on Strategic Financial Partners's 13F filing for Q2 2020, filed 9 Jul 2024.