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Caprock Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Caprock Group’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 		$585K Hold
4,255
– – 0.01% 800
2026
Q1 		$489K Sell
4,255
-276
-6% -$32.4K 0.01% 761
2025
Q4 		$503K Sell
4,531
-766
-14% -$85.2K 0.01% 819
2025
Q3 		$580K Buy
+5,297
New +$565K 0.01% 747
2025
Q1 		$504K Buy
5,221
+97
+2% +$10.1K 0.02% 712
2024
Q4 		$543K Hold
5,124
– – 0.02% 594
2024
Q3 		$554K Buy
5,124
+8
+0.2% +$833 0.02% 536
2024
Q2 		$503K Buy
+5,116
New +$503K 0.02% 535
2022
Q2 		– Sell
-2,514
Closed -$249K – 636
2022
Q1 		$249K Buy
+2,514
New +$249K 0.02% 492

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

Caprock Group's VIOO Position: Q2 2026 in Review

Caprock Group held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 4,255 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #800.

Caprock Group first reported a position in VIOO in Q1 2022 and has held it in 9 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Caprock Group held 4,255 shares of Vanguard S&P Small-Cap 600 ETF worth $585K as of Q2 2026.
  • Caprock Group 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 Caprock Group's portfolio in Q2 2026, its #800 holding.
  • Caprock Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2022 and has held it in 9 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.