Avantax Advisory Services’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Avantax Advisory Services’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
2025 Q2	$2.9M	Buy	28,697 +141	+0.5%	+$13.5K	0.02%	630
2025 Q1	$2.76M	Buy	28,556 +2,078	+8%	+$216K	0.02%	610
2024 Q4	$2.81M	Buy	26,478 +2,584	+11%	+$286K	0.02%	577
2024 Q3	$2.58M	Buy	23,894 +377	+2%	+$39.3K	0.02%	591
2024 Q2	$2.31M	Buy	23,517 +16,984	+260%	+$1.67M	0.02%	604
2024 Q1	$663K	Buy	6,533 +342	+6%	+$33.2K	0.01%	917
2023 Q4	$614K	Sell	6,191 -1,398	-18%	-$125K	0.01%	906
2023 Q3	$663K	Buy	7,589 +1,096	+17%	+$101K	0.01%	833
2023 Q2	$597K	Buy	6,493 +375	+6%	+$32.8K	0.01%	881
2023 Q1	$543K	Buy	6,118 +46	+0.8%	+$4.21K	0.01%	879
2022 Q4	$526K	Buy	6,072 +776	+15%	+$68.8K	0.01%	840
2022 Q3	$428K	Sell	5,296 -238	-4%	-$21.3K	0.01%	843
2022 Q2	$470K	Buy	5,534 +1,592	+40%	+$145K	0.01%	812
2022 Q1	$391K	Buy	3,942 +1,504	+62%	+$149K	0.01%	888
2021 Q4	$256K	Buy	2,438 +128	+6%	+$13.4K	﹤0.01%	1058
2021 Q3	$234K	Buy	2,310 +26	+1%	+$2.63K	﹤0.01%	1034
2021 Q2	$236K	Buy	2,284 +4	+0.2%	+$409	﹤0.01%	1001
2021 Q1	$228K	Sell	2,280 -3,634	-61%	-$348K	﹤0.01%	920
2020 Q4	$496K	Sell	5,914 -7,614	-56%	-$576K	0.01%	559
2020 Q3	$874K	Buy	13,528 +9,172	+211%	+$603K	0.01%	577
2020 Q2	$273K	Buy	+4,356	New	+$251K	0.01%	683
2020 Q1	–	Sell	-3,444	Closed	-$261K	–	894
2019 Q4	$261K	Buy	+3,444	New	+$253K	0.01%	676

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's VIOO Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.49% in Q2 2025, buying an estimated $13.5K and bringing the position to 28,697 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #630.

Avantax Advisory Services first reported a position in VIOO in Q4 2019 and has held it in 22 quarters since. 343 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

Avantax Advisory Services held 28,697 shares of Vanguard S&P Small-Cap 600 ETF worth $2.9M as of Q2 2025.
Avantax Advisory Services bought 141 Vanguard S&P Small-Cap 600 ETF shares in Q2 2025, an estimated $13.5K.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #630 holding.
Avantax Advisory Services first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and has held it in 22 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.