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

Boreal Capital 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
2025
Q3 		– Sell
-2,400
Closed -$243K – 561
2025
Q2 		$243K Buy
+2,400
New +$229K 0.2% 118

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boreal Capital Management's VIOO Position: Q3 2025 in Review

Boreal Capital Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2025, closing a stake of 2,400 shares — an estimated $243K sold.

Boreal Capital Management first reported a position in VIOO in Q2 2025 and held it in 1 quarter. The position peaked at $243K in Q2 2025. 339 funds tracked by Wall St. Rank hold VIOO as of Q3 2025.

  • Boreal Capital Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2025 after selling out during the quarter.
  • Boreal Capital Management sold 2,400 Vanguard S&P Small-Cap 600 ETF shares in Q3 2025, an estimated $243K.
  • Boreal Capital Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2025 and held it in 1 quarter.
  • Boreal Capital Management's Vanguard S&P Small-Cap 600 ETF position peaked at $243K in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2025.

Based on Boreal Capital Management's 13F filing for Q3 2025, filed 13 Feb 2026.