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

Atomi Financial 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 Q1	$415K	Buy	3,613 +786	+28%	+$92.2K	0.01%	790
2025 Q4	$314K	Buy	2,827 +4	+0.1%	+$445	0.01%	908
2025 Q3	$312K	Buy	2,823 +376	+15%	+$40.1K	0.01%	867
2025 Q2	$248K	Sell	2,447 -336	-12%	-$32.1K	0.01%	925
2025 Q1	$269K	Buy	2,783 +164	+6%	+$17K	0.01%	826
2024 Q4	$278K	Buy	+2,619	New	+$290K	0.01%	762
2024 Q3	–	Sell	-4,776	Closed	-$469K	–	937
2024 Q2	$469K	Buy	+4,776	New	+$469K	0.03%	421

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

Atomi Financial Group's VIOO Position: Q1 2026 in Review

Atomi Financial Group increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 28% in Q1 2026, buying an estimated $92.2K and bringing the position to 3,613 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #790.

Atomi Financial Group first reported a position in VIOO in Q2 2024 and has held it in 7 quarters since. The position peaked at $469K in Q2 2024. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Atomi Financial Group held 3,613 shares of Vanguard S&P Small-Cap 600 ETF worth $415K as of Q1 2026.
Atomi Financial Group bought 786 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $92.2K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #790 holding.
Atomi Financial Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2024 and has held it in 7 quarters since.
Atomi Financial Group's Vanguard S&P Small-Cap 600 ETF position peaked at $469K in Q2 2024.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.