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

Financial Management Professionals’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 		$759 Hold
6
– – ﹤0.01% 890
2026
Q2 		$825 Sell
6
-9
-60% -$1.14K ﹤0.01% 897
2026
Q1 		$1.72K Hold
15
– – ﹤0.01% 745
2025
Q4 		$1.66K Hold
15
– – ﹤0.01% 746
2025
Q3 		$1.66K Hold
15
– – ﹤0.01% 732
2025
Q2 		$1.52K Buy
15
+2
+15% +$191 ﹤0.01% 785
2025
Q1 		$1.26K Sell
13
-51,752
-100% -$5.38M ﹤0.01% 787
2024
Q4 		$5.49M Buy
51,765
+51,754
+470,491% +$5.72M 0.69% 28
2024
Q3 		$1K Hold
11
– – ﹤0.01% 901
2024
Q2 		$1K Hold
11
– – ﹤0.01% 868
2024
Q1 		$1K Buy
11
+2
+22% +$194 ﹤0.01% 917
2023
Q4 		$1K Hold
9
– – ﹤0.01% 904
2023
Q3 		$1K Buy
+9
New +$829 ﹤0.01% 847

Other funds holding VIOO

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK) London, United Kingdom $213M AUM 36.38% 1-Year Est. Return

Financial Management Professionals's VIOO Position: Q3 2026 in Review

Financial Management Professionals held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q3 2026 at 6 shares worth $759. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Financial Management Professionals first reported a position in VIOO in Q3 2023 and has held it in 13 quarters since. The position peaked at $5.49M in Q4 2024. 125 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

  • Financial Management Professionals held 6 shares of Vanguard S&P Small-Cap 600 ETF worth $759 as of Q3 2026.
  • Financial Management Professionals left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q3 2026.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #890 holding.
  • Financial Management Professionals first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2023 and has held it in 13 quarters since.
  • Financial Management Professionals's Vanguard S&P Small-Cap 600 ETF position peaked at $5.49M in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.