Accurate Wealth Management
VIOO icon

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

Accurate 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
Q3 		$219K Hold
1,714
– – 0.02% 555
2026
Q2 		$231K Hold
1,714
– – 0.02% 518
2026
Q1 		$206K Hold
1,714
– – 0.02% 517
2025
Q4 		$200K Buy
+1,714
New +$191K 0.03% 497

Other funds holding VIOO

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Accurate Wealth Management's VIOO Position: Q3 2026 in Review

Accurate Wealth Management held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q3 2026 at 1,714 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #555.

Accurate Wealth Management first reported a position in VIOO in Q4 2025 and has held it in 4 quarters since. The position peaked at $231K in Q2 2026. 219 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

  • Accurate Wealth Management held 1,714 shares of Vanguard S&P Small-Cap 600 ETF worth $219K as of Q3 2026.
  • Accurate Wealth Management left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q3 2026.
  • Vanguard S&P Small-Cap 600 ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #555 holding.
  • Accurate Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2025 and has held it in 4 quarters since.
  • Accurate Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $231K in Q2 2026.
  • 219 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.