Abound Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Abound Wealth Management’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	$19.9K	Hold	145	–	–	﹤0.01%	369
2026 Q1	$16.6K	Buy	145 +94	+184%	+$11K	﹤0.01%	434
2025 Q4	$5.65K	Buy	51 +1	+2%	+$111	﹤0.01%	640
2025 Q3	$5.55K	Hold	50	–	–	﹤0.01%	621
2025 Q2	$5.08K	Hold	50	–	–	﹤0.01%	572
2025 Q1	$4.85K	Hold	50	–	–	﹤0.01%	546
2024 Q4	$5.33K	Buy	50 +1	+2%	+$111	﹤0.01%	510
2024 Q3	$5.35K	Hold	49	–	–	﹤0.01%	535
2024 Q2	$4.86K	Hold	49	–	–	﹤0.01%	508
2024 Q1	$5.02K	Hold	49	–	–	﹤0.01%	519
2023 Q4	$4.91K	Hold	49	–	–	﹤0.01%	507
2023 Q3	$4.26K	Hold	49	–	–	﹤0.01%	499
2023 Q2	$4.48K	Hold	49	–	–	﹤0.01%	513
2023 Q1	$4.33K	Sell	49 -1	-2%	-$92	﹤0.01%	445
2022 Q4	$4.3K	Buy	50 +2	+4%	+$177	﹤0.01%	378
2022 Q3	$3.94K	Buy	+48	New	+$4.3K	﹤0.01%	392

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

Abound Wealth Management's VIOO Position: Q2 2026 in Review

Abound Wealth Management held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 145 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Abound Wealth Management first reported a position in VIOO in Q3 2022 and has held it in 16 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Abound Wealth Management held 145 shares of Vanguard S&P Small-Cap 600 ETF worth $19.9K as of Q2 2026.
Abound Wealth Management left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #369 holding.
Abound Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2022 and has held it in 16 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.