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

Aptus Capital Advisors’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	$64.4K	Buy	468 +215	+85%	+$27.3K	﹤0.01%	1349
2026 Q1	$29.1K	Buy	253 +41	+19%	+$4.81K	﹤0.01%	1346
2025 Q4	$23.5K	Hold	212	–	–	﹤0.01%	1392
2025 Q3	$23.4K	Hold	212	–	–	﹤0.01%	1328
2025 Q2	$21.4K	Hold	212	–	–	﹤0.01%	1273
2025 Q1	$20.4K	Buy	+212	New	+$22K	﹤0.01%	1200
2024 Q4	–	Sell	-26	Closed	-$2.81K	–	1463
2024 Q3	$2.81K	Hold	26	–	–	﹤0.01%	1174
2024 Q2	$2.55K	Sell	26 -381	-94%	-$37.4K	﹤0.01%	1100
2024 Q1	$41.3K	Hold	407	–	–	﹤0.01%	913
2023 Q4	$40.4K	Buy	+407	New	+$36.3K	﹤0.01%	699
2023 Q2	–	Sell	-266	Closed	-$23.6K	–	862
2023 Q1	$23.6K	Buy	+266	New	+$24.4K	﹤0.01%	623

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

Aptus Capital Advisors's VIOO Position: Q2 2026 in Review

Aptus Capital Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 85% in Q2 2026, buying an estimated $27.3K and bringing the position to 468 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Aptus Capital Advisors first reported a position in VIOO in Q1 2023 and has held it in 11 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Aptus Capital Advisors held 468 shares of Vanguard S&P Small-Cap 600 ETF worth $64.4K as of Q2 2026.
Aptus Capital Advisors bought 215 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $27.3K.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1349 holding.
Aptus Capital Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2023 and has held it in 11 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.