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

Strategic Wealth Partners Group’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
2018
Q3 		– Sell
-8
Closed -$609 – 52
2018
Q2 		$609 Hold
8
– – 0.01% 46
2018
Q1 		$561 Buy
+8
New +$565 0.04% 45

Other funds holding VIOO

BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Strategic Wealth Partners Group's VIOO Position: Q3 2018 in Review

Strategic Wealth Partners Group sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2018, closing a stake of 8 shares — an estimated $609 sold.

Strategic Wealth Partners Group first reported a position in VIOO in Q1 2018 and held it in 2 quarters. The position peaked at $609 in Q2 2018. 114 funds tracked by Wall St. Rank hold VIOO as of Q3 2018.

  • Strategic Wealth Partners Group reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 8 Vanguard S&P Small-Cap 600 ETF shares in Q3 2018, an estimated $609.
  • Strategic Wealth Partners Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners Group's Vanguard S&P Small-Cap 600 ETF position peaked at $609 in Q2 2018.
  • 114 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2018.

Based on Strategic Wealth Partners Group's 13F filing for Q3 2018, filed 14 Nov 2018.