Cetera Investment Advisers
VIOO icon

Cetera Investment Advisers’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Cetera Investment Advisers’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 		$25.8M Sell
224,498
-14,817
-6% -$1.74M 0.03% 587
2025
Q4 		$26.6M Sell
239,315
-24,449
-9% -$2.72M 0.03% 545
2025
Q3 		$29.1M Buy
263,764
+1,925
+0.7% +$205K 0.03% 498
2025
Q2 		$26.5M Sell
261,839
-4,179
-2% -$399K 0.04% 420
2025
Q1 		$25.7M Sell
266,018
-71,393
-21% -$7.42M 0.05% 383
2024
Q4 		$35.8M Buy
337,411
+20,654
+7% +$2.28M 0.07% 266
2024
Q3 		$34.3M Buy
316,757
+2,610
+0.8% +$272K 0.08% 264
2024
Q2 		$30.9M Buy
314,147
+22,393
+8% +$2.2M 0.07% 274
2024
Q1 		$29.6M Buy
+291,754
New +$28.4M 0.07% 281
2023
Q3 		– Sell
-2,732
Closed -$251K – 2307
2023
Q2 		$251K Sell
2,732
-114
-4% -$9.98K ﹤0.01% 1855
2023
Q1 		$253K Sell
2,846
-6
-0.2% -$550 ﹤0.01% 1810
2022
Q4 		$247K Buy
+2,852
New +$253K ﹤0.01% 1779
2021
Q3 		– Sell
-4,254
Closed -$441K – 1880
2021
Q2 		$441K Buy
+4,254
New +$435K 0.01% 1199

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 $431B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B 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 $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return