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

Brinker Capital Investments’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
Q1 		$225K Sell
1,957
-1,484
-43% -$174K ﹤0.01% 1804
2025
Q4 		$382K Buy
3,441
+924
+37% +$103K ﹤0.01% 1698
2025
Q3 		$278K Buy
+2,517
New +$268K ﹤0.01% 1791

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brinker Capital Investments's VIOO Position: Q1 2026 in Review

Brinker Capital Investments reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 43% in Q1 2026, selling an estimated $174K and leaving 1,957 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Brinker Capital Investments first reported a position in VIOO in Q3 2025 and has held it in 3 quarters since. The position peaked at $382K in Q4 2025. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Brinker Capital Investments held 1,957 shares of Vanguard S&P Small-Cap 600 ETF worth $225K as of Q1 2026.
  • Brinker Capital Investments sold 1,484 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $174K.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1804 holding.
  • Brinker Capital Investments first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2025 and has held it in 3 quarters since.
  • Brinker Capital Investments's Vanguard S&P Small-Cap 600 ETF position peaked at $382K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.