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

AE 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 Q1	$72.4K	Sell	630 -4	-0.6%	-$469	﹤0.01%	1879
2025 Q4	$70.4K	Buy	634 +266	+72%	+$29.6K	﹤0.01%	1781
2025 Q3	$40.7K	Sell	368 -1,027	-74%	-$110K	﹤0.01%	1759
2025 Q2	$141K	Buy	1,395 +1,035	+288%	+$98.8K	﹤0.01%	1393
2025 Q1	$34.7K	Buy	360 +80	+29%	+$8.31K	﹤0.01%	1639
2024 Q4	$29.7K	Buy	+280	New	+$31K	﹤0.01%	1643
2024 Q1	–	Sell	-3,748	Closed	-$364K	–	1963
2023 Q4	$364K	Buy	3,748 +192	+5%	+$17.1K	﹤0.01%	1610
2023 Q3	$311K	Sell	3,556 -659	-16%	-$60.7K	﹤0.01%	1597
2023 Q2	$387K	Buy	4,215 +1,220	+41%	+$107K	﹤0.01%	1505
2023 Q1	$266K	Buy	+2,995	New	+$274K	﹤0.01%	1608

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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's VIOO Position: Q1 2026 in Review

AE Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.63% in Q1 2026, selling an estimated $469 and leaving 630 shares worth $72.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

AE Wealth Management first reported a position in VIOO in Q1 2023 and has held it in 10 quarters since. The position peaked at $387K in Q2 2023. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

AE Wealth Management held 630 shares of Vanguard S&P Small-Cap 600 ETF worth $72.4K as of Q1 2026.
AE Wealth Management sold 4 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $469.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1879 holding.
AE Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2023 and has held it in 10 quarters since.
AE Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $387K in Q2 2023.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.