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

Beaird Harris 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 		$386K Sell
2,806
-100
-3% -$12.7K 0.02% 109
2026
Q1 		$334K Hold
2,906
– – 0.02% 114
2025
Q4 		$322K Hold
2,906
– – 0.02% 111
2025
Q3 		$321K Hold
2,906
– – 0.02% 110
2025
Q2 		$294K Hold
2,906
– – 0.02% 115
2025
Q1 		$280K Hold
2,906
– – 0.02% 110
2024
Q4 		$308K Hold
2,906
– – 0.03% 106
2024
Q3 		$314K Buy
+2,906
New +$303K 0.03% 110

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Beaird Harris Wealth Management's VIOO Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 3.4% in Q2 2026, selling an estimated $12.7K and leaving 2,806 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #109.

Beaird Harris Wealth Management first reported a position in VIOO in Q3 2024 and has held it in 8 quarters since. 66 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Beaird Harris Wealth Management held 2,806 shares of Vanguard S&P Small-Cap 600 ETF worth $386K as of Q2 2026.
  • Beaird Harris Wealth Management sold 100 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $12.7K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Beaird Harris Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2024 and has held it in 8 quarters since.
  • 66 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.