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Focus Partners Advisor Solutions’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Focus Partners Advisor Solutions’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
2025
Q4 		– Sell
-4,814
Closed -$533K – 1267
2025
Q3 		$533K Buy
4,814
+2,059
+75% +$220K 0.01% 715
2025
Q2 		$279K Buy
+2,755
New +$263K ﹤0.01% 894

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Focus Partners Advisor Solutions's VIOO Position: Q4 2025 in Review

Focus Partners Advisor Solutions sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2025, closing a stake of 4,814 shares — an estimated $533K sold.

Focus Partners Advisor Solutions first reported a position in VIOO in Q2 2025 and held it in 2 quarters. The position peaked at $533K in Q3 2025. 365 funds tracked by Wall St. Rank hold VIOO as of Q4 2025.

  • Focus Partners Advisor Solutions reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 4,814 Vanguard S&P Small-Cap 600 ETF shares in Q4 2025, an estimated $533K.
  • Focus Partners Advisor Solutions first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2025 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's Vanguard S&P Small-Cap 600 ETF position peaked at $533K in Q3 2025.
  • 365 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2025, filed 11 Feb 2026.