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VIOO icon

Advisor OS’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Advisor OS’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
Q1 		$376K Sell
3,278
-38
-1% -$4.46K 0.03% 370
2025
Q4 		$368K Buy
3,316
+40
+1% +$4.45K 0.03% 345
2025
Q3 		$362K Sell
3,276
-32
-1% -$3.41K 0.03% 332
2025
Q2 		$335K Sell
3,308
-2,600
-44% -$248K 0.03% 331
2025
Q1 		$570K Buy
5,908
+14
+0.2% +$1.46K 0.06% 217
2024
Q4 		$625K Buy
5,894
+105
+2% +$11.6K 0.07% 187
2024
Q3 		$626K Sell
5,789
-33
-0.6% -$3.44K 0.06% 228
2024
Q2 		$572K Sell
5,822
-304
-5% -$29.9K 0.06% 230
2024
Q1 		$622K Sell
6,126
-268
-4% -$26K 0.07% 211
2023
Q4 		$634K Buy
6,394
+243
+4% +$21.7K 0.08% 184
2023
Q3 		$538K Sell
6,151
-66
-1% -$6.08K 0.08% 182
2023
Q2 		$571K Sell
6,217
-6,390
-51% -$560K 0.09% 192
2023
Q1 		$1.12M Sell
12,607
-477
-4% -$43.7K 0.27% 96
2022
Q4 		$1.13M Sell
13,084
-204
-2% -$18.1K 0.3% 82
2022
Q3 		$1.07M Sell
13,288
-44
-0.3% -$3.94K 0.32% 68
2022
Q2 		$1.13M Sell
13,332
-1,230
-8% -$112K 0.33% 67
2022
Q1 		$1.44M Sell
14,562
-3,156
-18% -$312K 0.42% 55
2021
Q4 		$1.86M Sell
17,718
-532
-3% -$55.9K 0.38% 64
2021
Q3 		$1.84M Sell
18,250
-118
-0.6% -$11.9K 0.4% 57
2021
Q2 		$1.91M Buy
18,368
+1,280
+7% +$131K 0.4% 49
2021
Q1 		$1.7M Buy
17,088
+2,062
+14% +$197K 0.39% 47
2020
Q4 		$1.26M Buy
+15,026
New +$1.14M 0.34% 42

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor OS's VIOO Position: Q1 2026 in Review

Advisor OS reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1.1% in Q1 2026, selling an estimated $4.46K and leaving 3,278 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #370.

Advisor OS first reported a position in VIOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.91M in Q2 2021. 379 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Advisor OS held 3,278 shares of Vanguard S&P Small-Cap 600 ETF worth $376K as of Q1 2026.
  • Advisor OS sold 38 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $4.46K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.03% of Advisor OS's portfolio in Q1 2026, its #370 holding.
  • Advisor OS first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2020 and has held it in 22 quarters since.
  • Advisor OS's Vanguard S&P Small-Cap 600 ETF position peaked at $1.91M in Q2 2021.
  • 379 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.