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Tanglewood Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Tanglewood Wealth Management’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
2022
Q2 		– Sell
-28,708
Closed -$2.84M – 36
2022
Q1 		$2.84M Buy
+28,708
New +$2.84M 0.43% 19
2021
Q2 		– Sell
-183,618
Closed -$18.3M – 23
2021
Q1 		$18.3M Buy
+183,618
New +$17.6M 3.63% 9

Other funds holding VIOO

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Tanglewood Wealth Management's VIOO Position: Q2 2022 in Review

Tanglewood Wealth Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2022, closing a stake of 28,708 shares — an estimated $2.84M sold.

Tanglewood Wealth Management first reported a position in VIOO in Q1 2021 and held it in 2 quarters. The position peaked at $18.3M in Q1 2021. 206 funds tracked by Wall St. Rank hold VIOO as of Q2 2022.

  • Tanglewood Wealth Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2022 after selling out during the quarter.
  • Tanglewood Wealth Management sold 28,708 Vanguard S&P Small-Cap 600 ETF shares in Q2 2022, an estimated $2.84M.
  • Tanglewood Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2021 and held it in 2 quarters.
  • Tanglewood Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $18.3M in Q1 2021.
  • 206 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2022.

Based on Tanglewood Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.