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Catalyst Financial Partners’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Catalyst Financial Partners’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 		$396K Buy
3,452
+81
+2% +$9.5K 0.05% 240
2025
Q4 		$374K Buy
3,371
+906
+37% +$101K 0.04% 216
2025
Q3 		$272K Buy
2,465
+19
+0.8% +$2.03K 0.03% 252
2025
Q2 		$248K Sell
2,446
-427
-15% -$40.8K 0.03% 260
2025
Q1 		$277K Buy
+2,873
New +$299K 0.05% 229

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Catalyst Financial Partners's VIOO Position: Q1 2026 in Review

Catalyst Financial Partners increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 2.4% in Q1 2026, buying an estimated $9.5K and bringing the position to 3,452 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #240.

Catalyst Financial Partners first reported a position in VIOO in Q1 2025 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Catalyst Financial Partners held 3,452 shares of Vanguard S&P Small-Cap 600 ETF worth $396K as of Q1 2026.
  • Catalyst Financial Partners bought 81 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $9.5K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.05% of Catalyst Financial Partners's portfolio in Q1 2026, its #240 holding.
  • Catalyst Financial Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2025 and has held it in 5 quarters since.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.