Designed to provide broad exposure to the Small Cap Blend segment of the US equity market, the Vanguard S&P Small-Cap 600 Index Fund ETF Shares (VIOO) is a passively managed exchange traded fund launched on September 9, 2010.
Looking for broad exposure to the Small Cap Blend segment of the US equity market? You should consider the Vanguard S&P Small-Cap 600 Index Fund ETF Shares (VIOO), a passively managed exchange traded fund launched on September 9, 2010.
Envestnet Asset Management Inc. increased its holdings in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO) by 10.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 57,781 shares of the company's stock after buying an additional 5,345 shares during the
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 107,981 | $10.38M | $14.66M | $4.28M | 41.21% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 48,952 | $6.86M | $6.62M | -$239,340.99 | -3.49% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 3,027 | $306,640.09 | $410,506.6 | $103,866.51 | 33.87% |
| WJF William J. Fennie III FIDELITY D & D BAN Corp. Inc. | 41,590 | $4.14M | $5.64M | $1.5M | 36.36% |
Jeff Ameen Spire Wealth Management | 5,683 | $565,447.97 | $766,011.57 | $200,563.6 | 35.47% |
| ARCA Exchange | US Country |
The advisor is a financial entity that specializes in adopting an indexing investment approach, specifically tailored to mirror the performance of the S&P SmallCap 600® Index. This unique investment strategy involves precisely replicating the constituent stocks of the target index, committing all, or a significant portion, of its assets to these stocks. Each stock is maintained in nearly the exact proportion as its representation within the index, ensuring that the portfolio closely aligns with the overall performance dynamics of the S&P SmallCap 600®. This methodology underscores the advisor's commitment to providing its clients with a transparent, efficient, and disciplined investment avenue that mirrors the small-cap market segment of the U.S. economy.
This product is centered around the strategy of tracking the performance of the S&P SmallCap 600® Index through a meticulously designed indexing investment approach. By aligning its investment portfolio with the composition of this index, the advisor enables investors to gain exposure to the small-cap segment of the market, providing a foundation for potentially robust investment growth. This approach is particularly suited for investors seeking to capitalize on the movements of small-cap stocks within the United States, offering a diversified yet focused investment solution.