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

Financial Consulate’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
Q1 		– Sell
-1,241
Closed -$138K – 1490
2025
Q4 		$138K Buy
1,241
+16
+1% +$1.78K 0.02% 199
2025
Q3 		$135K Buy
+1,225
New +$131K 0.02% 197

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Consulate's VIOO Position: Q1 2026 in Review

Financial Consulate sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2026, closing a stake of 1,241 shares — an estimated $138K sold.

Financial Consulate first reported a position in VIOO in Q3 2025 and held it in 2 quarters. The position peaked at $138K in Q4 2025. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Financial Consulate reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Consulate sold 1,241 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $138K.
  • Financial Consulate first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2025 and held it in 2 quarters.
  • Financial Consulate's Vanguard S&P Small-Cap 600 ETF position peaked at $138K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.