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

Anchor Investment 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	$12.8K	Buy	111 +44	+66%	+$5.16K	﹤0.01%	800
2025 Q4	$7.46K	Buy	67 +1	+2%	+$111	﹤0.01%	849
2025 Q3	$7.33K	Hold	66	–	–	﹤0.01%	855
2025 Q2	$6.72K	Hold	66	–	–	﹤0.01%	858
2025 Q1	$6.41K	Hold	66	–	–	﹤0.01%	857
2024 Q4	$7.04K	Buy	66 +1	+2%	+$111	﹤0.01%	848
2024 Q3	$7.08K	Hold	65	–	–	﹤0.01%	842
2024 Q2	$6.42K	Hold	65	–	–	﹤0.01%	811
2024 Q1	$6.64K	Hold	65	–	–	﹤0.01%	837
2023 Q4	$6.49K	Buy	65 +1	+2%	+$89	﹤0.01%	799
2023 Q3	$5.64K	Hold	64	–	–	﹤0.01%	819
2023 Q2	$5.92K	Hold	64	–	–	﹤0.01%	810
2023 Q1	$5.73K	Hold	64	–	–	﹤0.01%	817
2022 Q4	$5.63K	Hold	64	–	–	﹤0.01%	775
2022 Q3	$5.17K	Hold	64	–	–	﹤0.01%	793
2022 Q2	$5.44K	Buy	64 +30	+88%	+$2.74K	﹤0.01%	797
2022 Q1	$3.37K	Buy	+34	New	+$3.36K	﹤0.01%	879

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

Anchor Investment Management's VIOO Position: Q1 2026 in Review

Anchor Investment Management increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 66% in Q1 2026, buying an estimated $5.16K and bringing the position to 111 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Anchor Investment Management first reported a position in VIOO in Q1 2022 and has held it in 17 quarters since. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Anchor Investment Management held 111 shares of Vanguard S&P Small-Cap 600 ETF worth $12.8K as of Q1 2026.
Anchor Investment Management bought 44 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $5.16K.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #800 holding.
Anchor Investment Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2022 and has held it in 17 quarters since.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.