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

Focus Partners Wealth’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 		$353K Buy
2,567
+377
+17% +$47.8K ﹤0.01% 2172
2026
Q1 		$251K Sell
2,190
-118
-5% -$13.8K ﹤0.01% 2288
2025
Q4 		$256K Buy
+2,308
New +$257K ﹤0.01% 2314

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth's VIOO Position: Q2 2026 in Review

Focus Partners Wealth increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 17% in Q2 2026, buying an estimated $47.8K and bringing the position to 2,567 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

Focus Partners Wealth first reported a position in VIOO in Q4 2025 and has held it in 3 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Focus Partners Wealth held 2,567 shares of Vanguard S&P Small-Cap 600 ETF worth $353K as of Q2 2026.
  • Focus Partners Wealth bought 377 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $47.8K.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2172 holding.
  • Focus Partners Wealth first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2025 and has held it in 3 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.