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 Q2	$4.78M	Sell	34,787 -20	-0.1%	-$2.54K	0.24%	60
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 $1.55T 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

Certuity's VIOO Position: Q2 2026 in Review

Certuity reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.06% in Q2 2026, selling an estimated $2.54K and leaving 34,787 shares worth $4.78M. The position accounts for 0.24% of the portfolio, ranked #60.

Certuity first reported a position in VIOO in Q3 2020 and has held it in 24 quarters since. 407 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Certuity held 34,787 shares of Vanguard S&P Small-Cap 600 ETF worth $4.78M as of Q2 2026.
Certuity sold 20 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $2.54K.
Vanguard S&P Small-Cap 600 ETF made up 0.24% of Certuity's portfolio in Q2 2026, its #60 holding.
Certuity first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2020 and has held it in 24 quarters since.
407 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.