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

Clearstead Advisors’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	$3.51M	Buy	25,493 +7,218	+39%	+$916K	0.03%	299
2026 Q1	$2.1M	Buy	18,275 +3,369	+23%	+$395K	0.02%	355
2025 Q4	$1.65M	Buy	14,906 +1,559	+12%	+$173K	0.02%	367
2025 Q3	$1.47M	Buy	13,347 +2,987	+29%	+$319K	0.02%	369
2025 Q2	$1.05M	Buy	10,360 +5,960	+135%	+$569K	0.01%	428
2025 Q1	$425K	Buy	4,400 +2,422	+122%	+$252K	0.01%	621
2024 Q4	$210K	Buy	1,978 +37	+2%	+$4.09K	﹤0.01%	838
2024 Q3	$210K	Buy	1,941 +381	+24%	+$39.7K	﹤0.01%	849
2024 Q2	$153K	Buy	1,560 +226	+17%	+$22.2K	﹤0.01%	896
2024 Q1	$134K	Buy	1,334 +769	+136%	+$74.7K	0.01%	542
2023 Q4	$56K	Hold	565	–	–	﹤0.01%	712
2023 Q3	$49.4K	Buy	565 +250	+79%	+$23K	﹤0.01%	708
2023 Q2	$28.9K	Buy	315 +256	+434%	+$22.4K	﹤0.01%	837
2023 Q1	$5.24K	Buy	+59	New	+$5.4K	﹤0.01%	1021

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

Clearstead Advisors's VIOO Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 39% in Q2 2026, buying an estimated $916K and bringing the position to 25,493 shares worth $3.51M. The position accounts for 0.03% of the portfolio, ranked #299.

Clearstead Advisors first reported a position in VIOO in Q1 2023 and has held it in 14 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Clearstead Advisors held 25,493 shares of Vanguard S&P Small-Cap 600 ETF worth $3.51M as of Q2 2026.
Clearstead Advisors bought 7,218 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $916K.
Vanguard S&P Small-Cap 600 ETF made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #299 holding.
Clearstead Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2023 and has held it in 14 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.