EWM
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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
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

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
AF
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
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
BM
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
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return

Evermay Wealth Management's VIOO Position: Q2 2026 in Review

Evermay Wealth Management held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 1,267 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #220.

Evermay Wealth Management first reported a position in VIOO in Q2 2021 and has held it in 21 quarters since. The position peaked at $267K in Q1 2022. 139 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Evermay Wealth Management held 1,267 shares of Vanguard S&P Small-Cap 600 ETF worth $174K as of Q2 2026.
  • Evermay Wealth Management left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #220 holding.
  • Evermay Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $267K in Q1 2022.
  • 139 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.