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

CoreCap 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
Q3 		$199K Buy
1,573
+84
+6% +$11.3K 0.01% 848
2026
Q2 		$205K Buy
1,489
+39
+3% +$4.95K 0.01% 857
2026
Q1 		$167K Sell
1,450
-425
-23% -$49.8K 0.01% 860
2025
Q4 		$208K Buy
1,875
+662
+55% +$73.6K 0.01% 774
2025
Q3 		$134K Buy
1,213
+170
+16% +$18.1K ﹤0.01% 938
2025
Q2 		$106K Sell
1,043
-63
-6% -$6.02K ﹤0.01% 964
2025
Q1 		$107K Sell
1,106
-1,025
-48% -$107K ﹤0.01% 881
2024
Q4 		$226K Buy
2,131
+67
+3% +$7.41K 0.01% 669
2024
Q3 		$223K Buy
+2,064
New +$215K 0.01% 646
2024
Q2 		– Sell
-57,897
Closed -$5.88M – 2555
2024
Q1 		$5.88M Sell
57,897
-22,653
-28% -$2.2M 0.31% 55
2023
Q4 		$7.99M Sell
80,550
-1,248
-2% -$111K 0.52% 41
2023
Q3 		$7.15M Buy
81,798
+2,992
+4% +$276K 0.52% 41
2023
Q2 		$7.24M Buy
+78,806
New +$6.9M 0.52% 39
2022
Q4 		$6.19M Buy
71,392
+5,408
+8% +$480K 0.44% 42
2022
Q3 		$5.33M Buy
65,984
+2,536
+4% +$227K 0.45% 51
2022
Q2 		$5.39M Buy
63,448
+11,082
+21% +$1.01M 0.42% 49
2022
Q1 		$5.18M Buy
52,366
+3,304
+7% +$327K 0.36% 58
2021
Q4 		$5.16M Buy
+49,062
New +$5.15M 0.34% 55

Other funds holding VIOO

MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

CoreCap Advisors's VIOO Position: Q3 2026 in Review

CoreCap Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 5.6% in Q3 2026, buying an estimated $11.3K and bringing the position to 1,573 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #848.

CoreCap Advisors first reported a position in VIOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.99M in Q4 2023. 15 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

  • CoreCap Advisors held 1,573 shares of Vanguard S&P Small-Cap 600 ETF worth $199K as of Q3 2026.
  • CoreCap Advisors bought 84 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $11.3K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #848 holding.
  • CoreCap Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $7.99M in Q4 2023.
  • 15 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.