CPG
VIOO icon

Cornerstone Planning Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Cornerstone Planning Group’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 		$6.89K Sell
51
-58
-53% -$7.36K ﹤0.01% 1004
2026
Q1 		$13.9K Hold
109
– – ﹤0.01% 799
2025
Q4 		$12.8K Buy
+109
New +$12.1K ﹤0.01% 722
2022
Q4 		$1.29M Buy
+14,330
New +$1.27M 0.54% 33

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cornerstone Planning Group's VIOO Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 53% in Q2 2026, selling an estimated $7.36K and leaving 51 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Cornerstone Planning Group first reported a position in VIOO in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.29M in Q4 2022. 266 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Cornerstone Planning Group held 51 shares of Vanguard S&P Small-Cap 600 ETF worth $6.89K as of Q2 2026.
  • Cornerstone Planning Group sold 58 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $7.36K.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1004 holding.
  • Cornerstone Planning Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Vanguard S&P Small-Cap 600 ETF position peaked at $1.29M in Q4 2022.
  • 266 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.