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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
Q3 		$152K Hold
1,200
– – ﹤0.01% 2524
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

MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Farther Finance Advisors's VIOO Position: Q3 2026 in Review

Farther Finance Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q3 2026 at 1,200 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

Farther Finance Advisors first reported a position in VIOO in Q1 2023 and has held it in 15 quarters since. The position peaked at $164K in Q2 2026. 15 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

  • Farther Finance Advisors held 1,200 shares of Vanguard S&P Small-Cap 600 ETF worth $152K as of Q3 2026.
  • Farther Finance Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q3 2026.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2524 holding.
  • Farther Finance Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $164K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.