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

Axxcess Wealth Management’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	$7.2M	Buy	+52,315	New	+$6.64M	0.11%	180
2026 Q1	–	Sell	-46,013	Closed	-$5.11M	–	979
2025 Q4	$5.11M	Buy	46,013 +7,688	+20%	+$855K	0.09%	207
2025 Q3	$4.23M	Buy	38,325 +13,069	+52%	+$1.39M	0.09%	180
2025 Q2	$2.56M	Buy	25,256 +5,782	+30%	+$552K	0.06%	249
2025 Q1	$1.88M	Buy	19,474 +1,249	+7%	+$130K	0.05%	275
2024 Q4	$1.93M	Buy	18,225 +1,496	+9%	+$165K	0.05%	281
2024 Q3	$1.81M	Buy	16,729 +772	+5%	+$80.4K	0.04%	286
2024 Q2	$1.57M	Buy	15,957 +1,446	+10%	+$142K	0.04%	296
2024 Q1	$1.47M	Buy	14,511 +581	+4%	+$56.5K	0.04%	303
2023 Q4	$1.38M	Buy	13,930 +963	+7%	+$85.9K	0.04%	297
2023 Q3	$1.13M	Buy	+12,967	New	+$1.19M	0.04%	297

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

Axxcess Wealth Management's VIOO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026: 52,315 shares worth $7.2M. The stake represents 0.11% of the portfolio and ranks #180 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VIOO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VIOO in Q3 2023 and has held it in 11 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Axxcess Wealth Management held 52,315 shares of Vanguard S&P Small-Cap 600 ETF worth $7.2M as of Q2 2026.
Vanguard S&P Small-Cap 600 ETF was a new Axxcess Wealth Management position in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.11% of Axxcess Wealth Management's portfolio in Q2 2026, its #180 holding.
Axxcess Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2023 and has held it in 11 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.