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Cassaday & Co Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Cassaday & Co Wealth Management’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 		$177K Buy
1,287
+1,278
+14,200% +$162K ﹤0.01% 373
2026
Q1 		$1.03K Buy
+9
New +$1.05K ﹤0.01% 1127

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

Cassaday & Co Wealth Management's VIOO Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 14,200% in Q2 2026, buying an estimated $162K and bringing the position to 1,287 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Cassaday & Co Wealth Management first reported a position in VIOO in Q1 2026 and has held it in 2 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,287 shares of Vanguard S&P Small-Cap 600 ETF worth $177K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 1,278 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $162K.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Cassaday & Co Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2026 and has held it in 2 quarters since.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.