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

Bellevue Asset 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	$20.6K	Hold	150	–	–	0.01%	249
2026 Q1	$17.2K	Hold	150	–	–	0.01%	250
2025 Q4	$16.6K	Hold	150	–	–	0.01%	250
2025 Q3	$16.6K	Hold	150	–	–	0.01%	250
2025 Q2	$15.2K	Hold	150	–	–	0.01%	255
2025 Q1	$14.5K	Hold	150	–	–	0.01%	253
2024 Q4	$15.9K	Hold	150	–	–	0.01%	253
2024 Q3	$16.2K	Hold	150	–	–	0.01%	244
2024 Q2	$14.7K	Hold	150	–	–	0.01%	251
2024 Q1	$15.2K	Hold	150	–	–	0.01%	239
2023 Q4	$14.9K	Hold	150	–	–	0.01%	244
2023 Q3	$13.1K	Hold	150	–	–	0.01%	243
2023 Q2	$13.8K	Hold	150	–	–	0.01%	247
2023 Q1	$13.3K	Hold	150	–	–	0.01%	252
2022 Q4	$12.9K	Hold	150	–	–	0.01%	256
2022 Q3	$12K	Hold	150	–	–	0.01%	269
2022 Q2	$13K	Hold	150	–	–	0.01%	275
2022 Q1	$15K	Hold	150	–	–	0.01%	284
2021 Q4	$16K	Hold	150	–	–	0.01%	293
2021 Q3	$15K	Hold	150	–	–	0.01%	308
2021 Q2	$16K	Hold	150	–	–	0.01%	302
2021 Q1	$15K	Hold	150	–	–	0.01%	318
2020 Q4	$14K	Hold	150	–	–	0.01%	320
2020 Q3	$10K	Hold	150	–	–	0.01%	337
2020 Q2	$9K	Hold	150	–	–	0.01%	345
2020 Q1	$8K	Buy	+150	New	+$10.1K	0.01%	358

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

Bellevue Asset Management's VIOO Position: Q2 2026 in Review

Bellevue Asset Management held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 150 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #249.

Bellevue Asset Management first reported a position in VIOO in Q1 2020 and has held it in 26 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Bellevue Asset Management held 150 shares of Vanguard S&P Small-Cap 600 ETF worth $20.6K as of Q2 2026.
Bellevue Asset Management left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #249 holding.
Bellevue Asset Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2020 and has held it in 26 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.