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

Capital Advisors Ltd’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 		$60K Hold
437
– – 0.01% 487
2026
Q1 		$50K Hold
437
– – 0.01% 497
2025
Q4 		$48K Hold
437
– – 0.01% 486
2025
Q3 		$48K Hold
437
– – 0.01% 480
2025
Q2 		$44K Hold
437
– – 0.01% 499
2025
Q1 		$42K Hold
437
– – 0.01% 496
2024
Q4 		$46K Hold
437
– – 0.01% 472
2024
Q3 		$47K Hold
437
– – 0.01% 465
2024
Q2 		$43K Hold
437
– – 0.01% 472
2024
Q1 		$44K Hold
437
– – 0.01% 459
2023
Q4 		$43K Hold
437
– – 0.01% 449
2023
Q3 		$38K Buy
+437
New +$40.3K 0.01% 454

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

Capital Advisors Ltd's VIOO Position: Q2 2026 in Review

Capital Advisors Ltd held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 437 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #487.

Capital Advisors Ltd first reported a position in VIOO in Q3 2023 and has held it in 12 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Capital Advisors Ltd held 437 shares of Vanguard S&P Small-Cap 600 ETF worth $60K as of Q2 2026.
  • Capital Advisors Ltd left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #487 holding.
  • Capital Advisors Ltd first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2023 and has held it in 12 quarters since.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.