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Capital Investment Advisory Services’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Capital Investment Advisory 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
Q2 		$134K Hold
976
– – 0.01% 765
2026
Q1 		$112K Sell
976
-77
-7% -$9.03K 0.01% 717
2025
Q4 		$117K Hold
1,053
– – 0.01% 682
2025
Q3 		$116K Buy
+1,053
New +$112K 0.01% 660

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
BWIA
Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Capital Investment Advisory Services's VIOO Position: Q2 2026 in Review

Capital Investment Advisory Services held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 976 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #765.

Capital Investment Advisory Services first reported a position in VIOO in Q3 2025 and has held it in 4 quarters since. 120 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Capital Investment Advisory Services held 976 shares of Vanguard S&P Small-Cap 600 ETF worth $134K as of Q2 2026.
  • Capital Investment Advisory Services 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 Investment Advisory Services's portfolio in Q2 2026, its #765 holding.
  • Capital Investment Advisory Services first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2025 and has held it in 4 quarters since.
  • 120 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.