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Carolinas Wealth Consulting’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-144,663
Closed -$9.07M – 917
2025
Q1 		$9.07M Sell
144,663
-4,522
-3% -$470K 1.95% 12
2024
Q4 		$10.4M Sell
149,185
-36,303
-20% -$4.02M 2.05% 12
2024
Q3 		$11.3M Sell
185,488
-671
-0.4% -$69.9K 2.05% 12
2024
Q2 		$10.3M Sell
186,159
-20,210
-10% -$1.99M 1.99% 12
2024
Q1 		$12.7M Buy
206,369
+64,417
+45% +$6.26M 2.51% 12
2023
Q4 		$14.1M Buy
141,952
+4,946
+4% +$441K 3.06% 9
2023
Q3 		$11.3M Sell
137,006
-13,191
-9% -$1.22M 2.81% 10
2023
Q2 		$13.8M Buy
150,197
+587
+0.4% +$51.4K 2.74% 9
2023
Q1 		$13.3M Sell
149,610
-12,464
-8% -$1.14M 2.83% 9
2022
Q4 		$14M Buy
162,074
+15,014
+10% +$1.33M 3.18% 8
2022
Q3 		$11.9M Buy
147,060
+7,180
+5% +$643K 3% 10
2022
Q2 		$11.9M Sell
139,880
-132,484
-49% -$12.1M 2.95% 10
2022
Q1 		$11.9M Buy
272,364
+154,564
+131% +$15.3M 2.62% 11
2021
Q4 		$12.4M Sell
117,800
-4,454
-4% -$468K 2.7% 11
2021
Q3 		$12.3M Sell
122,254
-18,866
-13% -$1.91M 2.87% 11
2021
Q2 		$14.6M Buy
141,120
+1,724
+1% +$176K 3.22% 8
2021
Q1 		$13.9M Buy
139,396
+45,432
+48% +$4.35M 3.37% 7
2020
Q4 		$7.88M Sell
93,964
-4,974
-5% -$376K 2.12% 15
2020
Q3 		$6.39M Sell
98,938
-1,202
-1% -$79K 2.15% 13
2020
Q2 		$6.26M Buy
100,140
+13,986
+16% +$806K 2.47% 11
2020
Q1 		$4.42M Buy
86,154
+58,964
+217% +$3.99M 2.39% 13
2019
Q4 		$2.05M Buy
+27,190
New +$2M 2.14% 13

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carolinas Wealth Consulting's VIOO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2025, closing a stake of 144,663 shares — an estimated $9.07M sold.

Carolinas Wealth Consulting first reported a position in VIOO in Q4 2019 and held it in 22 quarters. The position peaked at $14.6M in Q2 2021. 342 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 144,663 Vanguard S&P Small-Cap 600 ETF shares in Q2 2025, an estimated $9.07M.
  • Carolinas Wealth Consulting first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Vanguard S&P Small-Cap 600 ETF position peaked at $14.6M in Q2 2021.
  • 342 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.