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

Capital Analysts LLC’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 		$512K Sell
4,459
-1,249
-22% -$146K 0.01% 450
2025
Q4 		$633K Buy
5,708
+2,698
+90% +$300K 0.02% 394
2025
Q3 		$333K Buy
3,010
+826
+38% +$88.1K 0.01% 493
2025
Q2 		$221K Sell
2,184
-1,760
-45% -$168K 0.01% 533
2025
Q1 		$381K Buy
3,944
+1,695
+75% +$176K 0.01% 413
2024
Q4 		$238K Buy
2,249
+806
+56% +$89.2K 0.01% 462
2024
Q3 		$157K Sell
1,443
-24
-2% -$2.5K 0.01% 512
2024
Q2 		$144K Buy
1,467
+24
+2% +$2.36K 0.01% 503
2024
Q1 		$146K Sell
1,443
-115
-7% -$11.2K 0.01% 493
2023
Q4 		$155K Buy
1,558
+7
+0.5% +$624 0.01% 462
2023
Q3 		$135K Hold
1,551
– – 0.01% 444
2023
Q2 		$143K Sell
1,551
-1,786
-54% -$156K 0.01% 414
2023
Q1 		$296K Buy
3,337
+1,865
+127% +$171K 0.02% 345
2022
Q4 		$127K Buy
1,472
+104
+8% +$9.23K 0.01% 457
2022
Q3 		$110K Hold
1,368
– – 0.01% 430
2022
Q2 		$116K Hold
1,368
– – 0.01% 413
2022
Q1 		$135K Hold
1,368
– – 0.01% 380
2021
Q4 		$144K Buy
1,368
+16
+1% +$1.68K 0.01% 387
2021
Q3 		$136K Hold
1,352
– – 0.01% 394
2021
Q2 		$140K Hold
1,352
– – 0.01% 390
2021
Q1 		$135K Buy
1,352
+1,152
+576% +$110K 0.01% 404
2020
Q4 		$17K Buy
+200
New +$15.1K ﹤0.01% 532

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

Capital Analysts LLC's VIOO Position: Q1 2026 in Review

Capital Analysts LLC reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 22% in Q1 2026, selling an estimated $146K and leaving 4,459 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #450.

Capital Analysts LLC first reported a position in VIOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $633K in Q4 2025. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Capital Analysts LLC held 4,459 shares of Vanguard S&P Small-Cap 600 ETF worth $512K as of Q1 2026.
  • Capital Analysts LLC sold 1,249 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $146K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #450 holding.
  • Capital Analysts LLC first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2020 and has held it in 22 quarters since.
  • Capital Analysts LLC's Vanguard S&P Small-Cap 600 ETF position peaked at $633K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.