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

VitalStone Financial’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 		$24.9K Buy
230
+23
+11% +$2.4K 0.02% 210
2024
Q2 		$20.3K Sell
207
-78
-27% -$7.67K 0.01% 221
2024
Q1 		$29K Buy
285
+108
+61% +$10.5K 0.02% 207
2023
Q4 		$18K Buy
177
+7
+4% +$624 0.01% 236
2023
Q3 		$14K Buy
+170
New +$15.7K 0.01% 223

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 $79.5B AUM 27.1% 1-Year Est. Return

VitalStone Financial's VIOO Position: Q3 2024 in Review

VitalStone Financial increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 11% in Q3 2024, buying an estimated $2.4K and bringing the position to 230 shares worth $24.9K. The position accounts for 0.02% of the portfolio, ranked #210.

VitalStone Financial first reported a position in VIOO in Q3 2023 and has held it in 5 quarters since. The position peaked at $29K in Q1 2024. 305 funds tracked by Wall St. Rank hold VIOO as of Q3 2024.

  • VitalStone Financial held 230 shares of Vanguard S&P Small-Cap 600 ETF worth $24.9K as of Q3 2024.
  • VitalStone Financial bought 23 Vanguard S&P Small-Cap 600 ETF shares in Q3 2024, an estimated $2.4K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.02% of VitalStone Financial's portfolio in Q3 2024, its #210 holding.
  • VitalStone Financial first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2023 and has held it in 5 quarters since.
  • VitalStone Financial's Vanguard S&P Small-Cap 600 ETF position peaked at $29K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.