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

Cornerstone Wealth Management’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	$270K	Sell	1,965 -57	-3%	-$7.23K	0.01%	636
2026 Q1	$232K	Sell	2,022 -151	-7%	-$17.7K	0.01%	639
2025 Q4	$241K	Sell	2,173 -11,054	-84%	-$1.23M	0.01%	608
2025 Q3	$1.46M	Buy	13,227 +252	+2%	+$26.9K	0.08%	209
2025 Q2	$1.31M	Buy	12,975 +1,470	+13%	+$140K	0.08%	213
2025 Q1	$1.11M	Buy	11,505 +1,812	+19%	+$188K	0.08%	223
2024 Q4	$1.03M	Buy	+9,693	New	+$1.07M	0.07%	226

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

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

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Cornerstone Wealth Management's VIOO Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 2.8% in Q2 2026, selling an estimated $7.23K and leaving 1,965 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #636.

Cornerstone Wealth Management first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q3 2025. 120 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Cornerstone Wealth Management held 1,965 shares of Vanguard S&P Small-Cap 600 ETF worth $270K as of Q2 2026.
Cornerstone Wealth Management sold 57 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $7.23K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #636 holding.
Cornerstone Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
Cornerstone Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $1.46M in Q3 2025.
120 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.