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 Q3	$1.01M	Buy	7,901 +20	+0.3%	+$2.68K	0.02%	658
2026 Q2	$1.06M	Buy	+7,881	New	+$1M	0.02%	610
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Diversify Advisory Services's VIOO Position: Q3 2026 in Review

Diversify Advisory Services increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.25% in Q3 2026, buying an estimated $2.68K and bringing the position to 7,901 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #658.

Diversify Advisory Services first reported a position in VIOO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q2 2026. 79 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

Diversify Advisory Services held 7,901 shares of Vanguard S&P Small-Cap 600 ETF worth $1.01M as of Q3 2026.
Diversify Advisory Services bought 20 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $2.68K.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #658 holding.
Diversify Advisory Services first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's Vanguard S&P Small-Cap 600 ETF position peaked at $1.06M in Q2 2026.
79 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.