Capital Group Private Client Services’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Capital Group Private Client Services’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	–	Sell	-2,208	Closed	-$245K	–	291
2025 Q4	$245K	Hold	2,208	–	–	﹤0.01%	274
2025 Q3	$244K	Hold	2,208	–	–	﹤0.01%	268
2025 Q2	$223K	Hold	2,208	–	–	﹤0.01%	275
2025 Q1	$213K	Hold	2,208	–	–	﹤0.01%	273
2024 Q4	$234K	Hold	2,208	–	–	﹤0.01%	269
2024 Q3	$239K	Hold	2,208	–	–	﹤0.01%	263
2024 Q2	$217K	Hold	2,208	–	–	﹤0.01%	264
2024 Q1	$224K	Hold	2,208	–	–	﹤0.01%	254
2023 Q4	$219K	Buy	+2,208	New	+$197K	﹤0.01%	249
2023 Q3	–	Sell	-2,233	Closed	-$205K	–	247
2023 Q2	$205K	Buy	+2,233	New	+$196K	﹤0.01%	234
2022 Q2	–	Sell	-2,200	Closed	-$218K	–	237
2022 Q1	$218K	Hold	2,200	–	–	﹤0.01%	229
2021 Q4	$231K	Buy	2,200 +26	+1%	+$2.73K	﹤0.01%	214
2021 Q3	$219K	Buy	+2,174	New	+$220K	﹤0.01%	206

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Group Private Client Services's VIOO Position: Q1 2026 in Review

Capital Group Private Client Services sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2026, closing a stake of 2,208 shares — an estimated $245K sold.

Capital Group Private Client Services first reported a position in VIOO in Q3 2021 and held it in 13 quarters. The position peaked at $245K in Q4 2025. 381 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Capital Group Private Client Services reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2026 after selling out during the quarter.
Capital Group Private Client Services sold 2,208 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $245K.
Capital Group Private Client Services first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2021 and held it in 13 quarters.
Capital Group Private Client Services's Vanguard S&P Small-Cap 600 ETF position peaked at $245K in Q4 2025.
381 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.