Evermay Wealth Management
VIOO icon

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

Evermay 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
Q3 		$152K Sell
1,202
-65
-5% -$8.72K 0.02% 233
2026
Q2 		$174K Hold
1,267
– – 0.02% 220
2026
Q1 		$145K Hold
1,267
– – 0.02% 223
2025
Q4 		$141K Hold
1,267
– – 0.02% 231
2025
Q3 		$140K Hold
1,267
– – 0.02% 235
2025
Q2 		$128K Sell
1,267
-168
-12% -$16K 0.02% 240
2025
Q1 		$138K Sell
1,435
-25
-2% -$2.6K 0.02% 224
2024
Q4 		$155K Hold
1,460
– – 0.02% 217
2024
Q3 		$158K Hold
1,460
– – 0.03% 221
2024
Q2 		$143K Hold
1,460
– – 0.02% 224
2024
Q1 		$148K Hold
1,460
– – 0.02% 221
2023
Q4 		$145K Buy
1,460
+70
+5% +$6.24K 0.03% 207
2023
Q3 		$121K Hold
1,390
– – 0.02% 213
2023
Q2 		$128K Hold
1,390
– – 0.02% 219
2023
Q1 		$123K Sell
1,390
-1,430
-51% -$131K 0.02% 218
2022
Q4 		$244K Buy
2,820
+56
+2% +$4.97K 0.05% 149
2022
Q3 		$223K Buy
2,764
+62
+2% +$5.55K 0.04% 153
2022
Q2 		$230K Buy
2,702
+6
+0.2% +$548 0.04% 149
2022
Q1 		$267K Buy
2,696
+1,502
+126% +$149K 0.04% 160
2021
Q4 		$126K Buy
1,194
+306
+34% +$32.1K 0.02% 207
2021
Q3 		$89K Buy
888
+136
+18% +$13.7K 0.02% 226
2021
Q2 		$78K Buy
+752
New +$76.9K 0.01% 239

Other funds holding VIOO

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Evermay Wealth Management's VIOO Position: Q3 2026 in Review

Evermay Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 5.1% in Q3 2026, selling an estimated $8.72K and leaving 1,202 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #233.

Evermay Wealth Management first reported a position in VIOO in Q2 2021 and has held it in 22 quarters since. The position peaked at $267K in Q1 2022. 346 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

  • Evermay Wealth Management held 1,202 shares of Vanguard S&P Small-Cap 600 ETF worth $152K as of Q3 2026.
  • Evermay Wealth Management sold 65 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $8.72K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.02% of Evermay Wealth Management's portfolio in Q3 2026, its #233 holding.
  • Evermay Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2021 and has held it in 22 quarters since.
  • Evermay Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $267K in Q1 2022.
  • 346 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.