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

Clune & Associates’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 Q3	$369K	Hold	2,920	–	–	0.06%	126
2026 Q2	$402K	Sell	2,920 -613	-17%	-$77.8K	0.06%	129
2026 Q1	$406K	Sell	3,533 -323	-8%	-$37.9K	0.08%	124
2025 Q4	$428K	Buy	3,856 +1,633	+73%	+$182K	0.09%	120
2025 Q3	$246K	Hold	2,223	–	–	0.06%	141
2025 Q2	$225K	Hold	2,223	–	–	0.06%	145
2025 Q1	$215K	Sell	2,223 -65	-3%	-$6.76K	0.07%	135
2024 Q4	$243K	Buy	+2,288	New	+$253K	0.08%	126

Other funds holding VIOO

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Clune & Associates's VIOO Position: Q3 2026 in Review

Clune & Associates held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q3 2026 at 2,920 shares worth $369K. The position accounts for 0.06% of the portfolio, ranked #126.

Clune & Associates first reported a position in VIOO in Q4 2024 and has held it in 8 quarters since. The position peaked at $428K in Q4 2025. 72 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

Clune & Associates held 2,920 shares of Vanguard S&P Small-Cap 600 ETF worth $369K as of Q3 2026.
Clune & Associates left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q3 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.06% of Clune & Associates's portfolio in Q3 2026, its #126 holding.
Clune & Associates first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's Vanguard S&P Small-Cap 600 ETF position peaked at $428K in Q4 2025.
72 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.