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

Bristlecone 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 Q3	–	Sell	-1,740	Closed	-$176K	–	307
2025 Q2	$176K	Hold	1,740	–	–	0.01%	221
2025 Q1	$168K	Hold	1,740	–	–	0.01%	278
2024 Q4	$185K	Hold	1,740	–	–	0.01%	276
2024 Q3	$188K	Hold	1,740	–	–	0.02%	281
2024 Q2	$171K	Buy	+1,740	New	+$171K	0.01%	279
2023 Q3	–	Sell	-1,440	Closed	-$132K	–	281
2023 Q2	$132K	Hold	1,440	–	–	0.01%	269
2023 Q1	$128K	Buy	+1,440	New	+$132K	0.01%	274
2017 Q4	–	Sell	-1,400	Closed	-$95K	–	258
2017 Q3	$95K	Buy	+1,400	New	+$89.4K	0.03%	171

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bristlecone Advisors's VIOO Position: Q3 2025 in Review

Bristlecone Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2025, closing a stake of 1,740 shares — an estimated $176K sold.

Bristlecone Advisors first reported a position in VIOO in Q3 2017 and held it in 8 quarters. The position peaked at $188K in Q3 2024. 339 funds tracked by Wall St. Rank hold VIOO as of Q3 2025.

Bristlecone Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 1,740 Vanguard S&P Small-Cap 600 ETF shares in Q3 2025, an estimated $176K.
Bristlecone Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2017 and held it in 8 quarters.
Bristlecone Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $188K in Q3 2024.
339 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.