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

EP Wealth Advisors’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 		$11.4M Buy
82,629
+46,547
+129% +$5.91M 0.04% 255
2026
Q1 		$4.14M Sell
36,082
-352
-1% -$41.3K 0.02% 344
2025
Q4 		$4.04M Buy
+36,434
New +$4.05M 0.02% 313
2025
Q2 		$3.71M Sell
36,606
-105
-0.3% -$10K 0.02% 305
2025
Q1 		$3.54M Sell
36,711
-57
-0.2% -$5.92K 0.03% 267
2024
Q4 		$3.9M Buy
36,768
+43
+0.1% +$4.76K 0.03% 253
2024
Q3 		$3.97M Buy
36,725
+35,193
+2,297% +$3.66M 0.03% 248
2024
Q2 		$150K Hold
1,532
– – ﹤0.01% 789
2024
Q1 		$155K Hold
1,532
– – ﹤0.01% 762
2023
Q4 		$152K Hold
1,532
– – ﹤0.01% 746
2023
Q3 		$134K Buy
+1,532
New +$141K ﹤0.01% 708

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EP Wealth Advisors's VIOO Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 129% in Q2 2026, buying an estimated $5.91M and bringing the position to 82,629 shares worth $11.4M. The position accounts for 0.04% of the portfolio, ranked #255.

EP Wealth Advisors first reported a position in VIOO in Q3 2023 and has held it in 11 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • EP Wealth Advisors held 82,629 shares of Vanguard S&P Small-Cap 600 ETF worth $11.4M as of Q2 2026.
  • EP Wealth Advisors bought 46,547 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $5.91M.
  • Vanguard S&P Small-Cap 600 ETF made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #255 holding.
  • EP Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2023 and has held it in 11 quarters since.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.