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WFG Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

WFG Advisors’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
2017
Q2 		$116K Buy
1,820
+1,578
+652% +$99.2K 0.03% 499
2017
Q1 		$15K Sell
242
-1,564
-87% -$97.6K ﹤0.01% 970
2016
Q4 		$112K Buy
+1,806
New +$106K 0.03% 497

Other funds holding VIOO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WFG Advisors's VIOO Position: Q2 2017 in Review

WFG Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 652% in Q2 2017, buying an estimated $99.2K and bringing the position to 1,820 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #499.

WFG Advisors first reported a position in VIOO in Q4 2016 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold VIOO as of Q2 2017.

  • WFG Advisors held 1,820 shares of Vanguard S&P Small-Cap 600 ETF worth $116K as of Q2 2017.
  • WFG Advisors bought 1,578 Vanguard S&P Small-Cap 600 ETF shares in Q2 2017, an estimated $99.2K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #499 holding.
  • WFG Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2016 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.