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Belmont Capital’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Belmont Capital’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
Q2 		$1.62M Hold
16,051
– – 0.25% 33
2025
Q1 		$1.55M Buy
+16,051
New +$1.67M 0.28% 30
2024
Q4 		– Sell
-16,051
Closed -$1.74M – 168
2024
Q3 		$1.74M Buy
+16,051
New +$1.67M 0.29% 32

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Belmont Capital's VIOO Position: Q2 2025 in Review

Belmont Capital held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2025 at 16,051 shares worth $1.62M. The position accounts for 0.25% of the portfolio, ranked #33.

Belmont Capital first reported a position in VIOO in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.74M in Q3 2024. 343 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

  • Belmont Capital held 16,051 shares of Vanguard S&P Small-Cap 600 ETF worth $1.62M as of Q2 2025.
  • Belmont Capital left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2025.
  • Vanguard S&P Small-Cap 600 ETF made up 0.25% of Belmont Capital's portfolio in Q2 2025, its #33 holding.
  • Belmont Capital first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2024 and has held it in 3 quarters since.
  • Belmont Capital's Vanguard S&P Small-Cap 600 ETF position peaked at $1.74M in Q3 2024.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.