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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
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% -$6.75K 0.07% 135
2024
Q4 		$243K Buy
+2,288
New +$253K 0.08% 126

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Clune & Associates's VIOO Position: Q2 2026 in Review

Clune & Associates reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 17% in Q2 2026, selling an estimated $77.8K and leaving 2,920 shares worth $402K. The position accounts for 0.06% of the portfolio, ranked #129.

Clune & Associates first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $428K in Q4 2025. 72 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Clune & Associates held 2,920 shares of Vanguard S&P Small-Cap 600 ETF worth $402K as of Q2 2026.
  • Clune & Associates sold 613 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $77.8K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.06% of Clune & Associates's portfolio in Q2 2026, its #129 holding.
  • Clune & Associates first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 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 Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.