Seven Hills Financial, LLC’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Seven Hills Financial, LLC’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 Q3	$2.14M	Buy	+16,877	New	+$2.27M	1.29%	19

Other funds holding VIOO

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Seven Hills Financial, LLC's VIOO Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2026: 16,877 shares worth $2.14M. The stake represents 1.29% of the portfolio and ranks #19 among its holdings.

22 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

Seven Hills Financial, LLC held 16,877 shares of Vanguard S&P Small-Cap 600 ETF worth $2.14M as of Q3 2026.
Vanguard S&P Small-Cap 600 ETF was a new Seven Hills Financial, LLC position in Q3 2026.
Vanguard S&P Small-Cap 600 ETF made up 1.29% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #19 holding.
22 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.