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AlphaCore Capital’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

AlphaCore Capital’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 		$35.8K Sell
312
-114
-27% -$13.4K ﹤0.01% 1031
2025
Q4 		$47.3K Buy
426
+14
+3% +$1.56K ﹤0.01% 1164
2025
Q3 		$45.5K Sell
412
-375
-48% -$40K ﹤0.01% 879
2025
Q2 		$79.7K Buy
+787
New +$75.2K ﹤0.01% 746

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

AlphaCore Capital's VIOO Position: Q1 2026 in Review

AlphaCore Capital reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 27% in Q1 2026, selling an estimated $13.4K and leaving 312 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

AlphaCore Capital first reported a position in VIOO in Q2 2025 and has held it in 4 quarters since. The position peaked at $79.7K in Q2 2025. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • AlphaCore Capital held 312 shares of Vanguard S&P Small-Cap 600 ETF worth $35.8K as of Q1 2026.
  • AlphaCore Capital sold 114 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $13.4K.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #1031 holding.
  • AlphaCore Capital first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2025 and has held it in 4 quarters since.
  • AlphaCore Capital's Vanguard S&P Small-Cap 600 ETF position peaked at $79.7K in Q2 2025.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.