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

Certuity’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	$4M	Buy	34,807 +20	+0.1%	+$2.35K	0.26%	65
2025 Q4	$3.86M	Buy	34,787 +456	+1%	+$50.7K	0.24%	64
2025 Q3	$3.79M	Hold	34,331	–	–	0.26%	61
2025 Q2	$3.48M	Hold	34,331	–	–	0.33%	55
2025 Q1	$3.31M	Hold	34,331	–	–	0.35%	55
2024 Q4	$3.64M	Buy	34,331 +499	+1%	+$55.2K	0.4%	48
2024 Q3	$3.66M	Hold	33,832	–	–	0.4%	50
2024 Q2	$3.32M	Buy	33,832 +819	+2%	+$80.5K	0.26%	50
2024 Q1	$3.35M	Buy	33,013 +43	+0.1%	+$4.18K	0.29%	49
2023 Q4	$3.27M	Buy	32,970 +3,376	+11%	+$301K	0.33%	50
2023 Q3	$2.59M	Hold	29,594	–	–	0.3%	52
2023 Q2	$2.72M	Hold	29,594	–	–	0.31%	50
2023 Q1	$2.63M	Hold	29,594	–	–	0.39%	40
2022 Q4	$2.56M	Buy	29,594 +448	+2%	+$39.7K	0.41%	36
2022 Q3	$2.35M	Hold	29,146	–	–	0.55%	27
2022 Q2	$2.48M	Hold	29,146	–	–	0.65%	27
2022 Q1	$2.89M	Hold	29,146	–	–	0.62%	31
2021 Q4	$3.06M	Buy	29,146 +336	+1%	+$35.3K	0.66%	26
2021 Q3	$2.9M	Hold	28,810	–	–	0.58%	28
2021 Q2	$2.99M	Hold	28,810	–	–	0.69%	26
2021 Q1	$2.87M	Hold	28,810	–	–	0.77%	22
2020 Q4	$2.42M	Buy	28,810 +310	+1%	+$23.4K	0.78%	21
2020 Q3	$1.84M	Buy	+28,500	New	+$1.87M	0.73%	30

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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Certuity's VIOO Position: Q1 2026 in Review

Certuity increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.06% in Q1 2026, buying an estimated $2.35K and bringing the position to 34,807 shares worth $4M. The position accounts for 0.26% of the portfolio, ranked #65.

Certuity first reported a position in VIOO in Q3 2020 and has held it in 23 quarters since. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Certuity held 34,807 shares of Vanguard S&P Small-Cap 600 ETF worth $4M as of Q1 2026.
Certuity bought 20 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $2.35K.
Vanguard S&P Small-Cap 600 ETF made up 0.26% of Certuity's portfolio in Q1 2026, its #65 holding.
Certuity first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2020 and has held it in 23 quarters since.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.