F/M Investments’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

F/M Investments’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	$5.49M	Hold	39,922	–	–	0.28%	73
2026 Q1	$4.58M	Hold	39,922	–	–	0.3%	70
2025 Q4	$4.43M	Buy	39,922 +519	+1%	+$57.7K	0.17%	154
2025 Q3	$4.35M	Hold	39,403	–	–	0.17%	150
2025 Q2	$3.99M	Buy	39,403 +7,900	+25%	+$754K	0.14%	152
2025 Q1	$3.04M	Hold	31,503	–	–	0.12%	174
2024 Q4	$3.34M	Buy	31,503 +449	+1%	+$49.7K	0.12%	159
2024 Q3	$3.36M	Hold	31,054	–	–	0.11%	188
2024 Q2	$3.05M	Buy	+31,054	New	+$3.05M	0.11%	188

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

F/M Investments's VIOO Position: Q2 2026 in Review

F/M Investments held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 39,922 shares worth $5.49M. The position accounts for 0.28% of the portfolio, ranked #73.

F/M Investments 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.

F/M Investments held 39,922 shares of Vanguard S&P Small-Cap 600 ETF worth $5.49M as of Q2 2026.
F/M Investments left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.28% of F/M Investments's portfolio in Q2 2026, its #73 holding.
F/M Investments 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 F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.