1834 Investment Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

1834 Investment 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
2026 Q2	$263K	Sell	1,912 -596	-24%	-$75.6K	0.03%	205
2026 Q1	$288K	Sell	2,508 -739	-23%	-$86.7K	0.04%	193
2025 Q4	$360K	Buy	3,247 +184	+6%	+$20.5K	0.05%	182
2025 Q3	$338K	Sell	3,063 -227	-7%	-$24.2K	0.04%	184
2025 Q2	$333K	Buy	3,290 +205	+7%	+$19.6K	0.04%	184
2025 Q1	$298K	Sell	3,085 -147	-5%	-$15.3K	0.04%	185
2024 Q4	$343K	Sell	3,232 -1,095	-25%	-$121K	0.04%	185
2024 Q3	$468K	Sell	4,327 -3,711	-46%	-$386K	0.05%	168
2024 Q2	$789K	Buy	8,038 +1,613	+25%	+$159K	0.1%	134
2024 Q1	$652K	Buy	6,425 +3,074	+92%	+$299K	0.08%	146
2023 Q4	$332K	Buy	3,351 +276	+9%	+$24.6K	0.04%	192
2023 Q3	$269K	Buy	3,075 +355	+13%	+$32.7K	0.03%	206
2023 Q2	$250K	Buy	2,720 +254	+10%	+$22.2K	0.03%	219
2023 Q1	$219K	Buy	+2,466	New	+$226K	0.03%	229

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

1834 Investment Advisors's VIOO Position: Q2 2026 in Review

1834 Investment Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 24% in Q2 2026, selling an estimated $75.6K and leaving 1,912 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #205.

1834 Investment Advisors first reported a position in VIOO in Q1 2023 and has held it in 14 quarters since. The position peaked at $789K in Q2 2024. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

1834 Investment Advisors held 1,912 shares of Vanguard S&P Small-Cap 600 ETF worth $263K as of Q2 2026.
1834 Investment Advisors sold 596 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $75.6K.
Vanguard S&P Small-Cap 600 ETF made up 0.03% of 1834 Investment Advisors's portfolio in Q2 2026, its #205 holding.
1834 Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2023 and has held it in 14 quarters since.
1834 Investment Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $789K in Q2 2024.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.