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

Bartlett & Co 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
Q1 		$479K Sell
3,807
-166
-4% -$19.5K 0.01% 345
2025
Q4 		$441K Hold
3,973
– – 0.01% 346
2025
Q3 		$439K Buy
3,973
+252
+7% +$26.9K 0.01% 350
2025
Q2 		$377K Buy
3,721
+100
+3% +$9.55K 0.01% 371
2025
Q1 		$349K Buy
3,621
+225
+7% +$23.4K 0.01% 376
2024
Q4 		$360K Sell
3,396
-211
-6% -$23.3K 0.01% 371
2024
Q3 		$390K Buy
3,607
+35
+1% +$3.64K 0.01% 362
2024
Q2 		$351K Buy
3,572
+726
+26% +$71.4K 0.01% 370
2024
Q1 		$289K Buy
2,846
+382
+16% +$37.1K ﹤0.01% 409
2023
Q4 		$248K Buy
2,464
+205
+9% +$18.3K ﹤0.01% 444
2023
Q3 		$197K Sell
2,259
-250
-10% -$23K ﹤0.01% 448
2023
Q2 		$231K Sell
2,509
-1,265
-34% -$111K ﹤0.01% 432
2023
Q1 		$335K Buy
3,774
+154
+4% +$14.1K 0.01% 329
2022
Q4 		$314K Hold
3,620
– – 0.01% 339
2022
Q3 		$292K Buy
3,620
+172
+5% +$15.4K 0.01% 332
2022
Q2 		$293K Buy
3,448
+1,334
+63% +$122K 0.01% 329
2022
Q1 		$209K Buy
+2,114
New +$209K ﹤0.01% 383
2021
Q4 		– Sell
-1,614
Closed -$163K – 868
2021
Q3 		$163K Sell
1,614
-570
-26% -$57.6K ﹤0.01% 350
2021
Q2 		$227K Sell
2,184
-12,794
-85% -$1.31M ﹤0.01% 322
2021
Q1 		$1.49M Sell
14,978
-594
-4% -$56.8K 0.03% 186
2020
Q4 		$1.31M Buy
15,572
+220
+1% +$16.6K 0.03% 190
2020
Q3 		$991K Hold
15,352
– – 0.02% 198
2020
Q2 		$960K Buy
15,352
+242
+2% +$14K 0.03% 201
2020
Q1 		$774K Buy
15,110
+1,260
+9% +$85.2K 0.02% 205
2019
Q4 		$1.05M Hold
13,850
– – 0.03% 206
2019
Q3 		$988K Buy
13,850
+960
+7% +$67.9K 0.03% 209
2019
Q2 		$921K Hold
12,890
– – 0.03% 172
2019
Q1 		$905K Sell
12,890
-610
-5% -$42.5K 0.03% 172
2018
Q4 		$849K Sell
13,500
-50
-0.4% -$3.53K 0.04% 169
2018
Q3 		$1.08M Sell
13,550
-250
-2% -$20K 0.04% 162
2018
Q2 		$1.05M Buy
+13,800
New +$1.02M 0.04% 158

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co Wealth Management's VIOO Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 4.2% in Q1 2026, selling an estimated $19.5K and leaving 3,807 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #345.

Bartlett & Co Wealth Management first reported a position in VIOO in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.49M in Q1 2021. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Bartlett & Co Wealth Management held 3,807 shares of Vanguard S&P Small-Cap 600 ETF worth $479K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 166 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $19.5K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #345 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2018 and has held it in 31 quarters since.
  • Bartlett & Co Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $1.49M in Q1 2021.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.