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

BCS 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	$4.02M	Sell	29,263 -185	-0.6%	-$23.5K	0.73%	37
2026 Q1	$3.38M	Sell	29,448 -22,956	-44%	-$2.69M	0.69%	37
2025 Q4	$5.81M	Buy	52,404 +27,200	+108%	+$3.03M	0.59%	42
2025 Q3	$2.78M	Buy	25,204 +1,749	+7%	+$187K	0.63%	44
2025 Q2	$2.37M	Buy	23,455 +4,793	+26%	+$458K	0.51%	49
2025 Q1	$1.8M	Buy	18,662 +1,338	+8%	+$139K	0.46%	55
2024 Q4	$1.84M	Buy	+17,324	New	+$1.92M	0.46%	58
2024 Q2	–	Sell	-6,655	Closed	-$675K	–	227
2024 Q1	$675K	Buy	6,655 +4,074	+158%	+$396K	0.22%	102
2023 Q4	$256K	Buy	+2,581	New	+$230K	0.09%	182

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

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

BCS Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.63% in Q2 2026, selling an estimated $23.5K and leaving 29,263 shares worth $4.02M. The position accounts for 0.73% of the portfolio, ranked #37.

BCS Wealth Management first reported a position in VIOO in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.81M in Q4 2025. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

BCS Wealth Management held 29,263 shares of Vanguard S&P Small-Cap 600 ETF worth $4.02M as of Q2 2026.
BCS Wealth Management sold 185 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $23.5K.
Vanguard S&P Small-Cap 600 ETF made up 0.73% of BCS Wealth Management's portfolio in Q2 2026, its #37 holding.
BCS Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2023 and has held it in 9 quarters since.
BCS Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $5.81M in Q4 2025.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.