Beacon Capital Management LLC (Tennessee)’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-20	Closed	-$2.05K	–	973
2025 Q2	$2.05K	Hold	20	–	–	﹤0.01%	900
2025 Q1	$1.96K	Hold	20	–	–	﹤0.01%	947
2024 Q4	$2.15K	Hold	20	–	–	﹤0.01%	882
2024 Q3	$2.16K	Hold	20	–	–	﹤0.01%	984
2024 Q2	$1.96K	Hold	20	–	–	﹤0.01%	865
2024 Q1	$2.03K	Hold	20	–	–	﹤0.01%	873
2023 Q4	$1.75K	Hold	20	–	–	﹤0.01%	810
2023 Q3	$1.84K	Hold	20	–	–	﹤0.01%	855
2023 Q2	$1.84K	Hold	20	–	–	﹤0.01%	855
2023 Q1	$1.78K	Buy	+20	New	+$1.83K	﹤0.01%	776

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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VIOO Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2025, closing a stake of 20 shares — an estimated $2.05K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in VIOO in Q1 2023 and held it in 10 quarters. The position peaked at $2.16K in Q3 2024. 339 funds tracked by Wall St. Rank hold VIOO as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 20 Vanguard S&P Small-Cap 600 ETF shares in Q3 2025, an estimated $2.05K.
Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2023 and held it in 10 quarters.
Beacon Capital Management LLC (Tennessee)'s Vanguard S&P Small-Cap 600 ETF position peaked at $2.16K in Q3 2024.
339 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.