Bellwether Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Bellwether Advisors’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	-280	Closed	-$28.3K	–	553
2025 Q2	$28.3K	Hold	280	–	–	﹤0.01%	260
2025 Q1	$27K	Hold	280	–	–	0.01%	251
2024 Q4	$29.7K	Buy	+280	New	+$31K	0.01%	263
2023 Q2	–	Sell	-280	Closed	-$24.9K	–	434
2023 Q1	$24.9K	Hold	280	–	–	0.01%	232
2022 Q4	$24.3K	Hold	280	–	–	0.01%	234
2022 Q3	$22K	Hold	280	–	–	0.01%	214
2022 Q2	$23K	Hold	280	–	–	0.01%	209
2022 Q1	$27K	Hold	280	–	–	0.01%	234
2021 Q4	$29K	Buy	+280	New	+$29.4K	0.01%	244

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

Bellwether Advisors's VIOO Position: Q3 2025 in Review

Bellwether Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2025, closing a stake of 280 shares — an estimated $28.3K sold.

Bellwether Advisors first reported a position in VIOO in Q4 2021 and held it in 9 quarters. The position peaked at $29.7K in Q4 2024. 339 funds tracked by Wall St. Rank hold VIOO as of Q3 2025.

Bellwether Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 280 Vanguard S&P Small-Cap 600 ETF shares in Q3 2025, an estimated $28.3K.
Bellwether Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and held it in 9 quarters.
Bellwether Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $29.7K in Q4 2024.
339 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.