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

Taylor Hoffman 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
2024
Q2 		$340K Buy
3,493
+8
+0.2% +$786 0.14% 88
2024
Q1 		$354K Sell
3,485
-70
-2% -$6.8K 0.15% 87
2023
Q4 		$353K Sell
3,555
-56
-2% -$4.99K 0.16% 85
2023
Q3 		$316K Buy
3,611
+17
+0.5% +$1.57K 0.16% 86
2023
Q2 		$330K Buy
3,594
+37
+1% +$3.24K 0.17% 86
2023
Q1 		$316K Buy
3,557
+171
+5% +$15.7K 0.17% 86
2022
Q4 		$293K Sell
3,386
-1,838
-35% -$163K 0.18% 82
2022
Q3 		$422K Sell
5,224
-12
-0.2% -$1.07K 0.22% 84
2022
Q2 		$449K Sell
5,236
-732
-12% -$66.9K 0.22% 86
2022
Q1 		$591K Sell
5,968
-18
-0.3% -$1.78K 0.24% 84
2021
Q4 		$629K Sell
5,986
-590
-9% -$62K 0.24% 83
2021
Q3 		$675K Buy
6,576
+28
+0.4% +$2.83K 0.29% 82
2021
Q2 		$679K Buy
6,548
+256
+4% +$26.2K 0.29% 81
2021
Q1 		$626K Buy
6,292
+388
+7% +$37.1K 0.29% 81
2020
Q4 		$495K Buy
5,904
+430
+8% +$32.5K 0.25% 85
2020
Q3 		$354K Sell
5,474
-240
-4% -$15.8K 0.21% 96
2020
Q2 		$357K Sell
5,714
-1,604
-22% -$92.5K 0.22% 95
2020
Q1 		$375K Sell
7,318
-150
-2% -$10.1K 0.36% 80
2019
Q4 		$568K Buy
7,468
+572
+8% +$42.1K 0.37% 76
2019
Q3 		$492K Buy
6,896
+1,652
+32% +$117K 0.35% 73
2019
Q2 		$375K Buy
5,244
+702
+15% +$49.6K 0.3% 79
2019
Q1 		$319K Buy
4,542
+1,792
+65% +$125K 0.24% 98
2018
Q4 		$173K Buy
2,750
+1,066
+63% +$75.2K 0.15% 104
2018
Q3 		$134K Buy
1,684
+302
+22% +$24.1K 0.11% 119
2018
Q2 		$105K Buy
1,382
+224
+19% +$16.6K 0.09% 125
2018
Q1 		$81K Buy
1,158
+296
+34% +$20.9K 0.07% 144
2017
Q4 		$60K Buy
+862
New +$59.3K 0.06% 172

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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Taylor Hoffman Wealth Management's VIOO Position: Q2 2024 in Review

Taylor Hoffman Wealth Management increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.23% in Q2 2024, buying an estimated $786 and bringing the position to 3,493 shares worth $340K. The position accounts for 0.14% of the portfolio, ranked #88.

Taylor Hoffman Wealth Management first reported a position in VIOO in Q4 2017 and has held it in 27 quarters since. The position peaked at $679K in Q2 2021. 304 funds tracked by Wall St. Rank hold VIOO as of Q2 2024.

  • Taylor Hoffman Wealth Management held 3,493 shares of Vanguard S&P Small-Cap 600 ETF worth $340K as of Q2 2024.
  • Taylor Hoffman Wealth Management bought 8 Vanguard S&P Small-Cap 600 ETF shares in Q2 2024, an estimated $786.
  • Vanguard S&P Small-Cap 600 ETF made up 0.14% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #88 holding.
  • Taylor Hoffman Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2017 and has held it in 27 quarters since.
  • Taylor Hoffman Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $679K in Q2 2021.
  • 304 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.