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

Focus Financial Network’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 Q2	$562K	Sell	4,084 -111	-3%	-$14.1K	0.02%	459
2026 Q1	$482K	Sell	4,195 -173	-4%	-$20.3K	0.02%	469
2025 Q4	$485K	Sell	4,368 -13	-0.3%	-$1.45K	0.02%	452
2025 Q3	$484K	Sell	4,381 -95	-2%	-$10.1K	0.02%	453
2025 Q2	$453K	Sell	4,476 -152	-3%	-$14.5K	0.02%	459
2025 Q1	$447K	Sell	4,628 -103	-2%	-$10.7K	0.02%	446
2024 Q4	$502K	Sell	4,731 -20	-0.4%	-$2.21K	0.02%	415
2024 Q3	$514K	Hold	4,751	–	–	0.02%	400
2024 Q2	$509K	Sell	4,751 -84	-2%	-$8.26K	0.02%	400
2024 Q1	$455K	Sell	4,835 -4,921	-50%	-$478K	0.02%	389
2023 Q4	$968K	Sell	9,756 -415	-4%	-$37K	0.04%	327
2023 Q3	$889K	Sell	10,171 -169	-2%	-$15.6K	0.05%	257
2023 Q2	$950K	Sell	10,340 -4,090	-28%	-$358K	0.05%	246
2023 Q1	$1.28M	Buy	+14,430	New	+$1.32M	0.08%	196
2021 Q1	–	Sell	-41,632	Closed	-$3.49M	–	546
2020 Q4	$3.49M	Buy	41,632 +3,092	+8%	+$234K	0.31%	71
2020 Q3	$2.49M	Buy	38,540 +1,336	+4%	+$87.8K	0.23%	92
2020 Q2	$2.33M	Buy	37,204 +2,836	+8%	+$164K	0.26%	82
2020 Q1	$1.76M	Buy	34,368 +12,204	+55%	+$826K	0.24%	87
2019 Q4	$1.69M	Buy	22,164 +7,446	+51%	+$548K	0.21%	107
2019 Q3	$1.05M	Buy	14,718 +3,534	+32%	+$250K	0.15%	129
2019 Q2	$799K	Buy	11,184 +6,542	+141%	+$462K	0.12%	157
2019 Q1	$326K	Buy	+4,642	New	+$323K	0.05%	259

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Financial Network's VIOO Position: Q2 2026 in Review

Focus Financial Network reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 2.6% in Q2 2026, selling an estimated $14.1K and leaving 4,084 shares worth $562K. The position accounts for 0.02% of the portfolio, ranked #459.

Focus Financial Network first reported a position in VIOO in Q1 2019 and has held it in 22 quarters since. The position peaked at $3.49M in Q4 2020. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Focus Financial Network held 4,084 shares of Vanguard S&P Small-Cap 600 ETF worth $562K as of Q2 2026.
Focus Financial Network sold 111 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $14.1K.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #459 holding.
Focus Financial Network first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2019 and has held it in 22 quarters since.
Focus Financial Network's Vanguard S&P Small-Cap 600 ETF position peaked at $3.49M in Q4 2020.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.