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

Clearstead Trust’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 		$36.2K Hold
263
– – ﹤0.01% 363
2026
Q1 		$30.2K Hold
263
– – ﹤0.01% 375
2025
Q4 		$29.2K Buy
263
+143
+119% +$15.9K ﹤0.01% 396
2025
Q3 		$13.3K Buy
+120
New +$12.8K ﹤0.01% 530

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Clearstead Trust's VIOO Position: Q2 2026 in Review

Clearstead Trust held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 263 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Clearstead Trust first reported a position in VIOO in Q3 2025 and has held it in 4 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Clearstead Trust held 263 shares of Vanguard S&P Small-Cap 600 ETF worth $36.2K as of Q2 2026.
  • Clearstead Trust left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #363 holding.
  • Clearstead Trust first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2025 and has held it in 4 quarters since.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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