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

Farther Finance 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	$164K	Buy	1,200 +20	+2%	+$2.54K	﹤0.01%	2390
2026 Q1	$136K	Hold	1,180	–	–	﹤0.01%	2282
2025 Q4	$131K	Buy	1,180 +32	+3%	+$3.56K	﹤0.01%	2177
2025 Q3	$127K	Buy	1,148 +995	+650%	+$106K	﹤0.01%	1885
2025 Q2	$15.5K	Hold	153	–	–	﹤0.01%	2834
2025 Q1	$14.8K	Sell	153 -520	-77%	-$54K	﹤0.01%	2537
2024 Q4	$71.4K	Buy	673 +538	+399%	+$59.5K	﹤0.01%	1473
2024 Q3	$14.6K	Hold	135	–	–	﹤0.01%	2206
2024 Q2	$13.1K	Hold	135	–	–	﹤0.01%	1958
2024 Q1	$13.6K	Hold	135	–	–	﹤0.01%	1632
2023 Q4	$13.4K	Hold	135	–	–	﹤0.01%	1477
2023 Q3	$11.8K	Hold	135	–	–	﹤0.01%	1236
2023 Q2	$12.4K	Sell	135 -239	-64%	-$20.9K	﹤0.01%	1133
2023 Q1	$33.2K	Buy	+374	New	+$34.3K	0.01%	735

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

Farther Finance Advisors's VIOO Position: Q2 2026 in Review

Farther Finance Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1.7% in Q2 2026, buying an estimated $2.54K and bringing the position to 1,200 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

Farther Finance Advisors first reported a position in VIOO in Q1 2023 and has held it in 14 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Farther Finance Advisors held 1,200 shares of Vanguard S&P Small-Cap 600 ETF worth $164K as of Q2 2026.
Farther Finance Advisors bought 20 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $2.54K.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2390 holding.
Farther Finance Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2023 and has held it in 14 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.