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 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

OWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Diversify Advisory Services's VIOO Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026: 7,881 shares worth $1.06M. The stake represents 0.02% of the portfolio and ranks #610 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VIOO as recently as Q4 2025.

Diversify Advisory Services first reported a position in VIOO in Q1 2024 and has held it in 9 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Diversify Advisory Services held 7,881 shares of Vanguard S&P Small-Cap 600 ETF worth $1.06M as of Q2 2026.
Vanguard S&P Small-Cap 600 ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #610 holding.
Diversify Advisory Services first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2024 and has held it in 9 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.