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

Blueprint Financial 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
Q4 		– Sell
-14,077
Closed -$1.56M – 104
2025
Q3 		$1.56M Sell
14,077
-463
-3% -$49.4K 0.34% 60
2025
Q2 		$1.47M Buy
+14,540
New +$1.39M 0.47% 48

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blueprint Financial Advisors's VIOO Position: Q4 2025 in Review

Blueprint Financial Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2025, closing a stake of 14,077 shares — an estimated $1.56M sold.

Blueprint Financial Advisors first reported a position in VIOO in Q2 2025 and held it in 2 quarters. The position peaked at $1.56M in Q3 2025. 367 funds tracked by Wall St. Rank hold VIOO as of Q4 2025.

  • Blueprint Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q4 2025 after selling out during the quarter.
  • Blueprint Financial Advisors sold 14,077 Vanguard S&P Small-Cap 600 ETF shares in Q4 2025, an estimated $1.56M.
  • Blueprint Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2025 and held it in 2 quarters.
  • Blueprint Financial Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $1.56M in Q3 2025.
  • 367 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2025.

Based on Blueprint Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.