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

Diversify Advisory 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 Q1	–	Sell	-3,791	Closed	-$450K	–	833
2025 Q4	$450K	Buy	3,791 +129	+4%	+$14.3K	0.01%	626
2025 Q3	$402K	Buy	3,662 +120	+3%	+$12.8K	0.01%	626
2025 Q2	$375K	Buy	3,542 +180	+5%	+$17.2K	0.01%	624
2025 Q1	$313K	Buy	3,362 +244	+8%	+$25.4K	0.02%	481
2024 Q4	$324K	Sell	3,118 -1,424	-31%	-$158K	0.02%	462
2024 Q3	$486K	Sell	4,542 -130	-3%	-$13.5K	0.03%	382
2024 Q2	$454K	Buy	4,672 +732	+19%	+$71.9K	0.02%	398
2024 Q1	$396K	Buy	+3,940	New	+$383K	0.02%	476

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Diversify Advisory Services's VIOO Position: Q1 2026 in Review

Diversify Advisory Services sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2026, closing a stake of 3,791 shares — an estimated $450K sold.

Diversify Advisory Services first reported a position in VIOO in Q1 2024 and held it in 8 quarters. The position peaked at $486K in Q3 2024. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Diversify Advisory Services reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 3,791 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $450K.
Diversify Advisory Services first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's Vanguard S&P Small-Cap 600 ETF position peaked at $486K in Q3 2024.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.