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

EverSource 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	$4.54K	Hold	33	–	–	﹤0.01%	3333
2026 Q1	$3.79K	Hold	33	–	–	﹤0.01%	3391
2025 Q4	$3.66K	Hold	33	–	–	﹤0.01%	3245
2025 Q3	$3.65K	Hold	33	–	–	﹤0.01%	3288
2025 Q2	$3.34K	Hold	33	–	–	﹤0.01%	3316
2025 Q1	$3.19K	Hold	33	–	–	﹤0.01%	2708
2024 Q4	$3.5K	Hold	33	–	–	﹤0.01%	2497
2024 Q3	$3.57K	Hold	33	–	–	﹤0.01%	2353
2024 Q2	$3.6K	Buy	+33	New	+$3.24K	﹤0.01%	2333

Other funds holding VIOO

OWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

EverSource Wealth Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 33 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #3333.

EverSource Wealth Advisors first reported a position in VIOO in Q2 2024 and has held it in 9 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

EverSource Wealth Advisors held 33 shares of Vanguard S&P Small-Cap 600 ETF worth $4.54K as of Q2 2026.
EverSource Wealth Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3333 holding.
EverSource Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2024 and has held it in 9 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.