Dynamic Advisor Solutions’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Dynamic Advisor Solutions’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	$1.15M	Sell	8,328 -416	-5%	-$52.8K	0.03%	457
2026 Q1	$1M	Buy	8,744 +96	+1%	+$11.3K	0.03%	466
2025 Q4	$960K	Sell	8,648 -683	-7%	-$76K	0.03%	467
2025 Q3	$1.03M	Sell	9,331 -490	-5%	-$52.3K	0.03%	459
2025 Q2	$994K	Sell	9,821 -529	-5%	-$50.5K	0.03%	462
2025 Q1	$999K	Buy	+10,350	New	+$1.08M	0.03%	418
2024 Q4	–	Sell	-11,286	Closed	-$1.22M	–	888
2024 Q3	$1.22M	Sell	11,286 -4,664	-29%	-$486K	0.04%	402
2024 Q2	$1.57M	Sell	15,950 -16,404	-51%	-$1.61M	0.05%	348
2024 Q1	$3.28M	Sell	32,354 -1,901	-6%	-$185K	0.11%	225
2023 Q4	$3.27M	Sell	34,255 -23,813	-41%	-$2.12M	0.12%	210
2023 Q3	$5.08M	Sell	58,068 -4,327	-7%	-$399K	0.24%	114
2023 Q2	$5.73M	Sell	62,395 -43,140	-41%	-$3.78M	0.3%	91
2023 Q1	$9.37M	Sell	105,535 -33,715	-24%	-$3.09M	0.55%	29
2022 Q4	$12.1M	Sell	139,250 -18,038	-11%	-$1.6M	0.82%	15
2022 Q3	$12.7M	Buy	157,288 +8,310	+6%	+$744K	0.97%	18
2022 Q2	$12.7M	Buy	148,978 +19,224	+15%	+$1.76M	0.97%	16
2022 Q1	$12.8M	Buy	129,754 +20,228	+18%	+$2M	0.89%	19
2021 Q4	$11.5M	Buy	109,526 +18,840	+21%	+$1.98M	0.82%	22
2021 Q3	$9.14M	Buy	90,686 +8,424	+10%	+$852K	0.69%	25
2021 Q2	$8.53M	Buy	82,262 +8,022	+11%	+$820K	0.68%	28
2021 Q1	$7.38M	Buy	74,240 +9,510	+15%	+$910K	0.69%	26
2020 Q4	$5.43M	Buy	64,730 +17,890	+38%	+$1.35M	0.51%	45
2020 Q3	$3.02M	Buy	46,840 +2,712	+6%	+$178K	0.34%	80
2020 Q2	$2.76M	Buy	44,128 +12,620	+40%	+$728K	0.37%	76
2020 Q1	$1.61M	Buy	31,508 +21,108	+203%	+$1.43M	0.29%	98
2019 Q4	$791K	Buy	10,400 +6,898	+197%	+$508K	0.11%	227
2019 Q3	$250K	Buy	3,502 +560	+19%	+$39.6K	0.04%	411
2019 Q2	$210K	Buy	+2,942	New	+$208K	0.03%	445
2018 Q4	–	Sell	-2,512	Closed	-$200K	–	450
2018 Q3	$200K	Buy	+2,512	New	+$201K	0.04%	377

Other funds holding VIOO

OWM

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

MUAMU

Mitsubishi UFJ Asset Management (UK) London, United Kingdom $215M AUM 47.21% 1-Year Est. Return

Dynamic Advisor Solutions's VIOO Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 4.8% in Q2 2026, selling an estimated $52.8K and leaving 8,328 shares worth $1.15M. The position accounts for 0.03% of the portfolio, ranked #457.

Dynamic Advisor Solutions first reported a position in VIOO in Q3 2018 and has held it in 29 quarters since. The position peaked at $12.8M in Q1 2022. 163 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Dynamic Advisor Solutions held 8,328 shares of Vanguard S&P Small-Cap 600 ETF worth $1.15M as of Q2 2026.
Dynamic Advisor Solutions sold 416 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $52.8K.
Vanguard S&P Small-Cap 600 ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #457 holding.
Dynamic Advisor Solutions first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2018 and has held it in 29 quarters since.
Dynamic Advisor Solutions's Vanguard S&P Small-Cap 600 ETF position peaked at $12.8M in Q1 2022.
163 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.