CAWM
VIOO icon

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

Capital A Wealth 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
Q2 		– Sell
-68
Closed -$6.56K – 819
2025
Q1 		$6.56K Hold
68
– – 0.01% 342
2024
Q4 		$7.21K Buy
+68
New +$7.52K 0.01% 341

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital A Wealth Management's VIOO Position: Q2 2025 in Review

Capital A Wealth Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2025, closing a stake of 68 shares — an estimated $6.56K sold.

Capital A Wealth Management first reported a position in VIOO in Q4 2024 and held it in 2 quarters. The position peaked at $7.21K in Q4 2024. 342 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

  • Capital A Wealth Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 68 Vanguard S&P Small-Cap 600 ETF shares in Q2 2025, an estimated $6.56K.
  • Capital A Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $7.21K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.