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Colter Lewis Investment Partners’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Colter Lewis Investment Partners’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 		$3.11M Buy
22,637
+10,921
+93% +$1.39M 1.38% 11
2026
Q1 		$1.35M Buy
+11,716
New +$1.37M 1.27% 16

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

Colter Lewis Investment Partners's VIOO Position: Q2 2026 in Review

Colter Lewis Investment Partners increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 93% in Q2 2026, buying an estimated $1.39M and bringing the position to 22,637 shares worth $3.11M. The position accounts for 1.38% of the portfolio, ranked #11.

Colter Lewis Investment Partners first reported a position in VIOO in Q1 2026 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Colter Lewis Investment Partners held 22,637 shares of Vanguard S&P Small-Cap 600 ETF worth $3.11M as of Q2 2026.
  • Colter Lewis Investment Partners bought 10,921 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $1.39M.
  • Vanguard S&P Small-Cap 600 ETF made up 1.38% of Colter Lewis Investment Partners's portfolio in Q2 2026, its #11 holding.
  • Colter Lewis Investment Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2026 and has held it in 2 quarters since.
  • 407 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Colter Lewis Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.