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 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Financial Council's VIOO Position: Q1 2026 in Review

Financial Council held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q1 2026 at 6,188 shares worth $711K. The position accounts for 0.27% of the portfolio, ranked #39.

Financial Council first reported a position in VIOO in Q3 2021 and has held it in 19 quarters since. The position peaked at $998K in Q4 2021. 379 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Financial Council held 6,188 shares of Vanguard S&P Small-Cap 600 ETF worth $711K as of Q1 2026.
Financial Council left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q1 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.27% of Financial Council's portfolio in Q1 2026, its #39 holding.
Financial Council first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2021 and has held it in 19 quarters since.
Financial Council's Vanguard S&P Small-Cap 600 ETF position peaked at $998K in Q4 2021.
379 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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