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Winslow Evans & Crocker’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$23K Hold
270
– – ﹤0.01% 761
2020
Q3 		$17K Hold
270
– – ﹤0.01% 656
2020
Q2 		$17K Sell
270
-2
-0.7% -$115 ﹤0.01% 649
2020
Q1 		$14K Sell
272
-444
-62% -$30K ﹤0.01% 650
2019
Q4 		$56K Hold
716
– – 0.01% 484
2019
Q3 		$52K Hold
716
– – 0.01% 490
2019
Q2 		$52K Buy
716
+16
+2% +$1.13K 0.01% 502
2019
Q1 		$50K Hold
700
– – 0.01% 492
2018
Q4 		$44K Sell
700
-16
-2% -$1.13K 0.01% 482
2018
Q3 		$58K Hold
716
– – 0.02% 458
2018
Q2 		$56K Buy
716
+316
+79% +$23.4K 0.02% 473
2018
Q1 		$27.9K Hold
400
– – 0.01% 593
2017
Q4 		$27.9K Buy
400
+112
+39% +$7.71K 0.01% 600
2017
Q3 		$19.5K Sell
288
-630
-69% -$40.2K 0.01% 670
2017
Q2 		$58.7K Sell
918
-2
-0.2% -$126 0.02% 528
2017
Q1 		$57.7K Buy
920
+632
+219% +$39.5K 0.02% 508
2016
Q4 		$17.9K Sell
288
-168
-37% -$9.85K 0.01% 748
2016
Q3 		$25.7K Hold
456
– – 0.01% 678
2016
Q2 		$24K Hold
456
– – 0.01% 657
2016
Q1 		$23.3K Buy
+456
New +$21.5K 0.01% 660

Other funds holding VIOO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Winslow Evans & Crocker's VIOO Position: Q4 2020 in Review

Winslow Evans & Crocker held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q4 2020 at 270 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Winslow Evans & Crocker first reported a position in VIOO in Q1 2016 and has held it in 20 quarters since. The position peaked at $58.7K in Q2 2017. 147 funds tracked by Wall St. Rank hold VIOO as of Q4 2020.

  • Winslow Evans & Crocker held 270 shares of Vanguard S&P Small-Cap 600 ETF worth $23K as of Q4 2020.
  • Winslow Evans & Crocker left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q4 2020.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #761 holding.
  • Winslow Evans & Crocker first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2016 and has held it in 20 quarters since.
  • Winslow Evans & Crocker's Vanguard S&P Small-Cap 600 ETF position peaked at $58.7K in Q2 2017.
  • 147 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.