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 Q2	$411K	Sell	2,986 -466	-13%	-$59.1K	0.04%	260
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Catalyst Financial Partners's VIOO Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 13% in Q2 2026, selling an estimated $59.1K and leaving 2,986 shares worth $411K. The position accounts for 0.04% of the portfolio, ranked #260.

Catalyst Financial Partners first reported a position in VIOO in Q1 2025 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Catalyst Financial Partners held 2,986 shares of Vanguard S&P Small-Cap 600 ETF worth $411K as of Q2 2026.
Catalyst Financial Partners sold 466 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $59.1K.
Vanguard S&P Small-Cap 600 ETF made up 0.04% of Catalyst Financial Partners's portfolio in Q2 2026, its #260 holding.
Catalyst Financial Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2025 and has held it in 6 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.