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

Diversify Wealth Management’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 +523	+7%	+$66.4K	0.02%	610
2026 Q1	$916K	Buy	7,358 +4,209	+134%	+$494K	0.02%	622
2025 Q4	$367K	Hold	3,149	–	–	0.02%	500
2025 Q3	$346K	Hold	3,149	–	–	0.02%	436
2025 Q2	$334K	Hold	3,149	–	–	0.02%	437
2025 Q1	$293K	Buy	3,149 +1	+0%	+$104	0.02%	440
2024 Q4	$327K	Buy	+3,148	New	+$348K	0.03%	420

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 Wealth Management's VIOO Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 7.1% in Q2 2026, buying an estimated $66.4K and bringing the position to 7,881 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #610.

Diversify Wealth Management first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Diversify Wealth Management held 7,881 shares of Vanguard S&P Small-Cap 600 ETF worth $1.06M as of Q2 2026.
Diversify Wealth Management bought 523 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $66.4K.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #610 holding.
Diversify Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.