Ameritas Advisory Services’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-1,926	Closed	-$213K	–	2077
2025 Q3	$213K	Buy	1,926 +683	+55%	+$72.9K	0.01%	601
2025 Q2	$126K	Sell	1,243 -1,000	-45%	-$95.5K	0.01%	895
2025 Q1	$235K	Hold	2,243	–	–	0.01%	771
2024 Q4	$238K	Buy	2,243 +327	+17%	+$36.2K	0.01%	789
2024 Q3	$207K	Sell	1,916 -312	-14%	-$32.5K	0.01%	798
2024 Q2	$219K	Hold	2,228	–	–	0.01%	833
2024 Q1	$218K	Hold	2,228	–	–	0.01%	805
2023 Q4	$220K	Buy	+2,228	New	+$199K	0.01%	647
2023 Q2	–	Sell	-308	Closed	-$26.9K	–	2452
2023 Q1	$26.9K	Buy	+308	New	+$28.2K	﹤0.01%	1510

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameritas Advisory Services's VIOO Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2025, closing a stake of 1,926 shares — an estimated $213K sold.

Ameritas Advisory Services first reported a position in VIOO in Q1 2023 and held it in 9 quarters. The position peaked at $238K in Q4 2024. 365 funds tracked by Wall St. Rank hold VIOO as of Q4 2025.

Ameritas Advisory Services reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,926 Vanguard S&P Small-Cap 600 ETF shares in Q4 2025, an estimated $213K.
Ameritas Advisory Services first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2023 and held it in 9 quarters.
Ameritas Advisory Services's Vanguard S&P Small-Cap 600 ETF position peaked at $238K in Q4 2024.
365 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.