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

Base 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 		$2.88M Sell
20,951
-99
-0.5% -$12.6K 1.34% 19
2026
Q1 		$2.42M Sell
21,050
-1,171
-5% -$137K 1.35% 17
2025
Q4 		$2.47M Buy
22,221
+1,349
+6% +$150K 1.33% 18
2025
Q3 		$2.31M Buy
20,872
+530
+3% +$56.5K 1.31% 21
2025
Q2 		$2.06M Sell
20,342
-12,757
-39% -$1.22M 1.32% 21
2025
Q1 		$3.19M Buy
+33,099
New +$3.44M 2.43% 11

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

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

Base Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.47% in Q2 2026, selling an estimated $12.6K and leaving 20,951 shares worth $2.88M. The position accounts for 1.34% of the portfolio, ranked #19.

Base Wealth Management first reported a position in VIOO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.19M in Q1 2025. 316 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Base Wealth Management held 20,951 shares of Vanguard S&P Small-Cap 600 ETF worth $2.88M as of Q2 2026.
  • Base Wealth Management sold 99 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $12.6K.
  • Vanguard S&P Small-Cap 600 ETF made up 1.34% of Base Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Base Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2025 and has held it in 6 quarters since.
  • Base Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $3.19M in Q1 2025.
  • 316 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.