AmeriFlex Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

AmeriFlex Group’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	$133K	Buy	970 +272	+39%	+$34.5K	0.05%	289
2026 Q1	$80.1K	Hold	698	–	–	0.04%	330
2025 Q4	$77.4K	Sell	698 -484	-41%	-$53.8K	0.04%	335
2025 Q3	$131K	Buy	1,182 +640	+118%	+$68.3K	0.05%	278
2025 Q2	$54.8K	Buy	542 +73	+16%	+$6.97K	0.03%	367
2025 Q1	$45.3K	Hold	469	–	–	0.02%	488
2024 Q4	$51.1K	Buy	+469	New	+$51.9K	0.02%	433

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

AmeriFlex Group's VIOO Position: Q2 2026 in Review

AmeriFlex Group increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 39% in Q2 2026, buying an estimated $34.5K and bringing the position to 970 shares worth $133K. The position accounts for 0.05% of the portfolio, ranked #289.

AmeriFlex Group first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

AmeriFlex Group held 970 shares of Vanguard S&P Small-Cap 600 ETF worth $133K as of Q2 2026.
AmeriFlex Group bought 272 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $34.5K.
Vanguard S&P Small-Cap 600 ETF made up 0.05% of AmeriFlex Group's portfolio in Q2 2026, its #289 holding.
AmeriFlex Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.