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

Financial 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
2025 Q3	$345K	Hold	3,120	–	–	0.06%	62
2025 Q2	$316K	Hold	3,120	–	–	0.06%	63
2025 Q1	$301K	Hold	3,120	–	–	0.06%	64
2024 Q4	$331K	Hold	3,120	–	–	0.06%	60
2024 Q3	$338K	Hold	3,120	–	–	0.06%	59
2024 Q2	$306K	Hold	3,120	–	–	0.06%	59
2024 Q1	$317K	Hold	3,120	–	–	0.07%	57
2023 Q4	$309K	Sell	3,120 -1,574	-34%	-$140K	0.07%	55
2023 Q3	$410K	Sell	4,694 -704	-13%	-$64.9K	0.1%	47
2023 Q2	$496K	Hold	5,398	–	–	0.12%	41
2023 Q1	$479K	Sell	5,398 -904	-14%	-$82.8K	0.12%	42
2022 Q4	$546K	Buy	6,302 +3,608	+134%	+$320K	0.15%	34
2022 Q3	$222K	Sell	2,694 -232	-8%	-$20.8K	0.08%	64
2022 Q2	$249K	Buy	2,926 +232	+9%	+$21.2K	0.09%	64
2022 Q1	$267K	Hold	2,694	–	–	0.08%	67
2021 Q4	$283K	Hold	2,694	–	–	0.09%	69
2021 Q3	$271K	Hold	2,694	–	–	0.09%	67
2021 Q2	$279K	Buy	+2,694	New	+$275K	0.1%	66

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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advisors's VIOO Position: Q3 2025 in Review

Financial Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q3 2025 at 3,120 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #62.

Financial Advisors first reported a position in VIOO in Q2 2021 and has held it in 18 quarters since. The position peaked at $546K in Q4 2022. 340 funds tracked by Wall St. Rank hold VIOO as of Q3 2025.

Financial Advisors held 3,120 shares of Vanguard S&P Small-Cap 600 ETF worth $345K as of Q3 2025.
Financial Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q3 2025.
Vanguard S&P Small-Cap 600 ETF made up 0.06% of Financial Advisors's portfolio in Q3 2025, its #62 holding.
Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2021 and has held it in 18 quarters since.
Financial Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $546K in Q4 2022.
340 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.