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 Q2	$15.3K	Hold	111	–	–	﹤0.01%	817
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 $1.55T 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

Anchor Investment Management's VIOO Position: Q2 2026 in Review

Anchor Investment Management held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 111 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Anchor Investment Management first reported a position in VIOO in Q1 2022 and has held it in 18 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Anchor Investment Management held 111 shares of Vanguard S&P Small-Cap 600 ETF worth $15.3K as of Q2 2026.
Anchor Investment Management left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #817 holding.
Anchor Investment Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2022 and has held it in 18 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.