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Bogart Wealth LLC’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Bogart Wealth LLC’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 		$3.3K Buy
+24
New +$3.05K ﹤0.01% 1320
2022
Q2 		– Sell
-24
Closed -$2K – 987
2022
Q1 		$2K Buy
+24
New +$2.38K ﹤0.01% 712
2018
Q2 		– Sell
-38
Closed -$3K – 374
2018
Q1 		$3K Buy
+38
New +$2.68K ﹤0.01% 302

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bogart Wealth LLC's VIOO Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026: 24 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in VIOO as recently as Q1 2022.

Bogart Wealth LLC first reported a position in VIOO in Q1 2018 and has held it in 3 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Bogart Wealth LLC held 24 shares of Vanguard S&P Small-Cap 600 ETF worth $3.3K as of Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF was a new Bogart Wealth LLC position in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1320 holding.
  • Bogart Wealth LLC first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2018 and has held it in 3 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.