CRA Financial Services
VIOO icon

CRA Financial Services’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

CRA Financial Services’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 		$2.07M Sell
16,371
-625
-4% -$83.9K 0.23% 84
2026
Q2 		$2.34M Sell
16,996
-36
-0.2% -$4.57K 0.27% 75
2026
Q1 		$1.96M Buy
17,032
+150
+0.9% +$17.6K 0.25% 79
2025
Q4 		$1.87M Buy
16,882
+5
+0% +$556 0.25% 80
2025
Q3 		$1.86M Sell
16,877
-500
-3% -$53.3K 0.26% 79
2025
Q2 		$1.76M Sell
17,377
-68
-0.4% -$6.49K 0.27% 74
2025
Q1 		$1.68M Buy
17,445
+135
+0.8% +$14K 0.29% 68
2024
Q4 		$1.84M Buy
17,310
+392
+2% +$43.4K 0.32% 63
2024
Q3 		$1.83M Sell
16,918
-100
-0.6% -$10.4K 0.34% 54
2024
Q2 		$1.67M Sell
17,018
-486
-3% -$47.8K 0.34% 53
2024
Q1 		$1.78M Hold
17,504
– – 0.39% 52
2023
Q4 		$1.74M Sell
17,504
-36
-0.2% -$3.21K 0.42% 48
2023
Q3 		$1.53M Buy
17,540
+50
+0.3% +$4.61K 0.42% 48
2023
Q2 		$1.61M Buy
17,490
+70
+0.4% +$6.13K 0.43% 46
2023
Q1 		$1.55M Hold
17,420
– – 0.46% 42
2022
Q4 		$1.51M Buy
17,420
+264
+2% +$23.4K 0.49% 43
2022
Q3 		$1.38M Buy
17,156
+230
+1% +$20.6K 0.5% 39
2022
Q2 		$1.44M Buy
16,926
+100
+0.6% +$9.14K 0.49% 38
2022
Q1 		$1.67M Buy
16,826
+518
+3% +$51.3K 0.5% 37
2021
Q4 		$1.71M Sell
16,308
-162
-1% -$17K 0.51% 34
2021
Q3 		$1.66M Sell
16,470
-16
-0.1% -$1.62K 0.56% 33
2021
Q2 		$1.71M Buy
16,486
+60
+0.4% +$6.13K 0.59% 33
2021
Q1 		$1.63M Hold
16,426
– – 0.63% 32
2020
Q4 		$1.38M Sell
16,426
-226
-1% -$17.1K 0.58% 32
2020
Q3 		$1.08M Sell
16,652
-880
-5% -$57.8K 0.51% 34
2020
Q2 		$1.1M Sell
17,532
-790
-4% -$45.6K 0.58% 37
2020
Q1 		$939K Sell
18,322
-804
-4% -$54.4K 0.6% 37
2019
Q4 		$1.46M Sell
19,126
-200
-1% -$14.7K 0.79% 34
2019
Q3 		$1.38M Sell
19,326
-450
-2% -$31.8K 0.83% 35
2019
Q2 		$1.41M Sell
19,776
-400
-2% -$28.3K 0.85% 31
2019
Q1 		$1.42M Sell
20,176
-40
-0.2% -$2.79K 0.92% 32
2018
Q4 		$1.27M Buy
+20,216
New +$1.43M 0.92% 33

Other funds holding VIOO

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK) London, United Kingdom $213M AUM 36.38% 1-Year Est. Return

CRA Financial Services's VIOO Position: Q3 2026 in Review

CRA Financial Services reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 3.7% in Q3 2026, selling an estimated $83.9K and leaving 16,371 shares worth $2.07M. The position accounts for 0.23% of the portfolio, ranked #84.

CRA Financial Services first reported a position in VIOO in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.34M in Q2 2026. 100 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

  • CRA Financial Services held 16,371 shares of Vanguard S&P Small-Cap 600 ETF worth $2.07M as of Q3 2026.
  • CRA Financial Services sold 625 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $83.9K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.23% of CRA Financial Services's portfolio in Q3 2026, its #84 holding.
  • CRA Financial Services first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2018 and has held it in 32 quarters since.
  • CRA Financial Services's Vanguard S&P Small-Cap 600 ETF position peaked at $2.34M in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.