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Wealthspire Advisors (Maryland)’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-100
Closed -$7K – 1985
2019
Q1 		$7K Buy
+100
New +$6.97K ﹤0.01% 1705

Other funds holding VIOO

BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
RGI
River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VIOO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2019, closing a stake of 100 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in VIOO in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 119 funds tracked by Wall St. Rank hold VIOO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 100 Vanguard S&P Small-Cap 600 ETF shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Vanguard S&P Small-Cap 600 ETF position peaked at $7K in Q1 2019.
  • 119 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.