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

Financial Engines 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 Q1	$369K	Sell	3,214 -1,685	-34%	-$198K	﹤0.01%	435
2025 Q4	$544K	Sell	4,899 -324	-6%	-$36K	﹤0.01%	386
2025 Q3	$577K	Sell	5,223 -283	-5%	-$30.2K	﹤0.01%	376
2025 Q2	$557K	Buy	5,506 +3,360	+157%	+$321K	﹤0.01%	371
2025 Q1	$207K	Sell	2,146 -503	-19%	-$52.3K	﹤0.01%	414
2024 Q4	$281K	Buy	+2,649	New	+$293K	﹤0.01%	396

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 Engines Advisors's VIOO Position: Q1 2026 in Review

Financial Engines Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 34% in Q1 2026, selling an estimated $198K and leaving 3,214 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Financial Engines Advisors first reported a position in VIOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $577K in Q3 2025. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Financial Engines Advisors held 3,214 shares of Vanguard S&P Small-Cap 600 ETF worth $369K as of Q1 2026.
Financial Engines Advisors sold 1,685 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $198K.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #435 holding.
Financial Engines Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 6 quarters since.
Financial Engines Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $577K in Q3 2025.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.