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71 West Capital Partners’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

71 West Capital Partners’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 		– Sell
-2,319
Closed -$266K – 391
2026
Q1 		$266K Buy
+2,319
New +$272K 0.01% 266

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

71 West Capital Partners's VIOO Position: Q2 2026 in Review

71 West Capital Partners sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026, closing a stake of 2,319 shares — an estimated $266K sold.

71 West Capital Partners first reported a position in VIOO in Q1 2026 and held it in 1 quarter. The position peaked at $266K in Q1 2026. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • 71 West Capital Partners reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2026 after selling out during the quarter.
  • 71 West Capital Partners sold 2,319 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $266K.
  • 71 West Capital Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2026 and held it in 1 quarter.
  • 71 West Capital Partners's Vanguard S&P Small-Cap 600 ETF position peaked at $266K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.