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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
Q2 		$497K Hold
3,613
– – 0.01% 772
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Atomi Financial Group's VIOO Position: Q2 2026 in Review

Atomi Financial Group held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 3,613 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #772.

Atomi Financial Group first reported a position in VIOO in Q2 2024 and has held it in 8 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Atomi Financial Group held 3,613 shares of Vanguard S&P Small-Cap 600 ETF worth $497K as of Q2 2026.
  • Atomi Financial Group 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 Atomi Financial Group's portfolio in Q2 2026, its #772 holding.
  • Atomi Financial Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2024 and has held it in 8 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.