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

Evernest Financial 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
Q1 		– Sell
-1,889
Closed -$230K – 189
2025
Q4 		$230K Sell
1,889
-11
-0.6% -$1.22K 0.05% 164
2025
Q3 		$210K Buy
+1,900
New +$203K 0.06% 177

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evernest Financial Advisors's VIOO Position: Q1 2026 in Review

Evernest Financial Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2026, closing a stake of 1,889 shares — an estimated $230K sold.

Evernest Financial Advisors first reported a position in VIOO in Q3 2025 and held it in 2 quarters. The position peaked at $230K in Q4 2025. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Evernest Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2026 after selling out during the quarter.
  • Evernest Financial Advisors sold 1,889 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $230K.
  • Evernest Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2025 and held it in 2 quarters.
  • Evernest Financial Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $230K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.