Wipfli Financial Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Wipfli Financial Advisors’s Portfolio VIOV Stock Details VIOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$7K	Buy	+104	New	+$8.33K	﹤0.01%	1986

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wipfli Financial Advisors's VIOV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2022: 104 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1986 among its holdings.

135 funds tracked by Wall St. Rank hold VIOV as of Q3 2022.

Wipfli Financial Advisors held 104 shares of Vanguard S&P Small-Cap 600 Value ETF worth $7K as of Q3 2022.
Vanguard S&P Small-Cap 600 Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1986 holding.
135 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.