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

Evoke Wealth’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	–	Sell	-5,226	Closed	-$600K	–	632
2026 Q1	$600K	Sell	5,226 -1	-0%	-$117	0.01%	369
2025 Q4	$580K	Buy	5,227 +69	+1%	+$7.67K	0.01%	361
2025 Q3	$570K	Sell	5,158 -858	-14%	-$91.5K	0.01%	328
2025 Q2	$609K	Buy	+6,016	New	+$575K	0.01%	305

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

Evoke Wealth's VIOO Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026, closing a stake of 5,226 shares — an estimated $600K sold.

Evoke Wealth first reported a position in VIOO in Q2 2025 and held it in 4 quarters. The position peaked at $609K in Q2 2025. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Evoke Wealth reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 5,226 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $600K.
Evoke Wealth first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2025 and held it in 4 quarters.
Evoke Wealth's Vanguard S&P Small-Cap 600 ETF position peaked at $609K in Q2 2025.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.