Avidian Wealth Enterprises’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Avidian Wealth Enterprises’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	$263K	Sell	1,911 -663	-26%	-$84.1K	0.01%	633
2026 Q1	$296K	Sell	2,574 -451	-15%	-$52.9K	0.01%	546
2025 Q4	$336K	Buy	3,025 +3	+0.1%	+$334	0.01%	453
2025 Q3	$334K	Hold	3,022	–	–	0.01%	448
2025 Q2	$306K	Sell	3,022 -394	-12%	-$37.6K	0.01%	439
2025 Q1	$330K	Hold	3,416	–	–	0.01%	392
2024 Q4	$362K	Sell	3,416 -175	-5%	-$19.4K	0.02%	360
2024 Q3	$388K	Hold	3,591	–	–	0.02%	348
2024 Q2	$353K	Buy	+3,591	New	+$353K	0.01%	360

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

Avidian Wealth Enterprises's VIOO Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 26% in Q2 2026, selling an estimated $84.1K and leaving 1,911 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #633.

Avidian Wealth Enterprises first reported a position in VIOO in Q2 2024 and has held it in 9 quarters since. The position peaked at $388K in Q3 2024. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Avidian Wealth Enterprises held 1,911 shares of Vanguard S&P Small-Cap 600 ETF worth $263K as of Q2 2026.
Avidian Wealth Enterprises sold 663 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $84.1K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #633 holding.
Avidian Wealth Enterprises first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2024 and has held it in 9 quarters since.
Avidian Wealth Enterprises's Vanguard S&P Small-Cap 600 ETF position peaked at $388K in Q3 2024.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.