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 Q3	$233K	Sell	1,839 -72	-4%	-$9.66K	0.01%	681
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

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Avidian Wealth Enterprises's VIOO Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 3.8% in Q3 2026, selling an estimated $9.66K and leaving 1,839 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #681.

Avidian Wealth Enterprises first reported a position in VIOO in Q2 2024 and has held it in 10 quarters since. The position peaked at $388K in Q3 2024. 15 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

Avidian Wealth Enterprises held 1,839 shares of Vanguard S&P Small-Cap 600 ETF worth $233K as of Q3 2026.
Avidian Wealth Enterprises sold 72 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $9.66K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #681 holding.
Avidian Wealth Enterprises first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2024 and has held it in 10 quarters since.
Avidian Wealth Enterprises's Vanguard S&P Small-Cap 600 ETF position peaked at $388K in Q3 2024.
15 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.