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

Financial Council’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	$783K	Hold	6,188	–	–	0.25%	42
2026 Q2	$851K	Hold	6,188	–	–	0.28%	42
2026 Q1	$711K	Hold	6,188	–	–	0.27%	39
2025 Q4	$687K	Hold	6,188	–	–	0.27%	39
2025 Q3	$684K	Hold	6,188	–	–	0.3%	40
2025 Q2	$626K	Hold	6,188	–	–	0.3%	40
2025 Q1	$597K	Hold	6,188	–	–	0.32%	40
2024 Q4	$656K	Hold	6,188	–	–	0.34%	38
2024 Q3	$669K	Hold	6,188	–	–	0.35%	39
2024 Q2	$608K	Sell	6,188 -2,012	-25%	-$198K	0.34%	39
2024 Q1	$832K	Sell	8,200 -1,296	-14%	-$126K	0.49%	35
2023 Q4	$942K	Hold	9,496	–	–	0.63%	26
2023 Q3	$830K	Hold	9,496	–	–	0.66%	25
2023 Q2	$873K	Hold	9,496	–	–	0.67%	23
2023 Q1	$843K	Hold	9,496	–	–	0.69%	23
2022 Q4	$823K	Hold	9,496	–	–	0.52%	29
2022 Q3	$767K	Hold	9,496	–	–	0.89%	23
2022 Q2	$807K	Hold	9,496	–	–	1.01%	22
2022 Q1	$940K	Hold	9,496	–	–	1.14%	22
2021 Q4	$998K	Hold	9,496	–	–	1.19%	21
2021 Q3	$957K	Buy	+9,496	New	+$960K	1.35%	19

Other funds holding VIOO

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Financial Council's VIOO Position: Q3 2026 in Review

Financial Council held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q3 2026 at 6,188 shares worth $783K. The position accounts for 0.25% of the portfolio, ranked #42.

Financial Council first reported a position in VIOO in Q3 2021 and has held it in 21 quarters since. The position peaked at $998K in Q4 2021. 196 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

Financial Council held 6,188 shares of Vanguard S&P Small-Cap 600 ETF worth $783K as of Q3 2026.
Financial Council left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q3 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.25% of Financial Council's portfolio in Q3 2026, its #42 holding.
Financial Council first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2021 and has held it in 21 quarters since.
Financial Council's Vanguard S&P Small-Cap 600 ETF position peaked at $998K in Q4 2021.
196 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.