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D.A. Davidson & Co’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

D.A. Davidson & Co’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
2025
Q3 		– Sell
-5,895
Closed -$597K – 1592
2025
Q2 		$597K Sell
5,895
-18,329
-76% -$1.75M ﹤0.01% 977
2025
Q1 		$2.34M Buy
24,224
+887
+4% +$92.2K 0.02% 524
2024
Q4 		$2.47M Sell
23,337
-358
-2% -$39.6K 0.02% 497
2024
Q3 		$2.56M Sell
23,695
-720
-3% -$75K 0.02% 494
2024
Q2 		$2.4M Buy
24,415
+47
+0.2% +$4.62K 0.02% 494
2024
Q1 		$2.47M Sell
24,368
-572
-2% -$55.6K 0.02% 476
2023
Q4 		$2.47M Buy
24,940
+652
+3% +$58.1K 0.02% 447
2023
Q3 		$2.12M Sell
24,288
-680
-3% -$62.6K 0.02% 467
2023
Q2 		$2.29M Buy
24,968
+486
+2% +$42.6K 0.02% 446
2023
Q1 		$2.17M Buy
24,482
+17,938
+274% +$1.64M 0.02% 449
2022
Q4 		$567K Hold
6,544
– – 0.01% 806
2022
Q3 		$528K Buy
+6,544
New +$586K 0.01% 798
2022
Q2 		– Sell
-2,700
Closed -$267K – 1365
2022
Q1 		$267K Buy
+2,700
New +$267K ﹤0.01% 1119
2017
Q3 		– Sell
-1,842
Closed -$117K – 1957
2017
Q2 		$117K Hold
1,842
– – ﹤0.01% 1204
2017
Q1 		$115K Buy
1,842
+132
+8% +$8.24K ﹤0.01% 1187
2016
Q4 		$106K Hold
1,710
– – ﹤0.01% 1281
2016
Q3 		$96K Buy
1,710
+398
+30% +$22.1K ﹤0.01% 1243
2016
Q2 		$69K Buy
1,312
+22
+2% +$1.14K ﹤0.01% 1275
2016
Q1 		$65K Buy
1,290
+232
+22% +$10.9K ﹤0.01% 1291
2015
Q4 		$52K Buy
1,058
+378
+56% +$19.3K ﹤0.01% 1382
2015
Q3 		$32K Buy
680
+280
+70% +$14.4K ﹤0.01% 1542
2015
Q2 		$21K Hold
400
– – ﹤0.01% 1701
2015
Q1 		$21K Hold
400
– – ﹤0.01% 1653
2014
Q4 		$20K Hold
400
– – ﹤0.01% 1675
2014
Q3 		$18K Buy
+400
New +$19.7K ﹤0.01% 1703

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

D.A. Davidson & Co's VIOO Position: Q3 2025 in Review

D.A. Davidson & Co sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2025, closing a stake of 5,895 shares — an estimated $597K sold.

D.A. Davidson & Co first reported a position in VIOO in Q3 2014 and held it in 25 quarters. The position peaked at $2.56M in Q3 2024. 339 funds tracked by Wall St. Rank hold VIOO as of Q3 2025.

  • D.A. Davidson & Co reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 5,895 Vanguard S&P Small-Cap 600 ETF shares in Q3 2025, an estimated $597K.
  • D.A. Davidson & Co first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2014 and held it in 25 quarters.
  • D.A. Davidson & Co's Vanguard S&P Small-Cap 600 ETF position peaked at $2.56M in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2025.

Based on D.A. Davidson & Co's 13F filing for Q3 2025, filed 22 Oct 2025.