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

FourThought Financial Partners’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	$1.43M	Buy	12,436 +1,035	+9%	+$121K	0.12%	116
2025 Q4	$1.27M	Buy	11,401 +1,323	+13%	+$147K	0.11%	124
2025 Q3	$1.11M	Sell	10,078 -14,677	-59%	-$1.57M	0.1%	130
2025 Q2	$2.51M	Sell	24,755 -133,498	-84%	-$12.7M	0.25%	91
2025 Q1	$15.3M	Buy	158,253 +43,255	+38%	+$4.5M	1.6%	14
2024 Q4	$12.2M	Buy	114,998 +38,362	+50%	+$4.24M	1.27%	21
2024 Q3	$8.29M	Buy	76,636 +73,340	+2,225%	+$7.64M	0.98%	36
2024 Q2	$324K	Buy	+3,296	New	+$324K	0.04%	161

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

FourThought Financial Partners's VIOO Position: Q1 2026 in Review

FourThought Financial Partners increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 9.1% in Q1 2026, buying an estimated $121K and bringing the position to 12,436 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #116.

FourThought Financial Partners first reported a position in VIOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.3M in Q1 2025. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

FourThought Financial Partners held 12,436 shares of Vanguard S&P Small-Cap 600 ETF worth $1.43M as of Q1 2026.
FourThought Financial Partners bought 1,035 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $121K.
Vanguard S&P Small-Cap 600 ETF made up 0.12% of FourThought Financial Partners's portfolio in Q1 2026, its #116 holding.
FourThought Financial Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2024 and has held it in 8 quarters since.
FourThought Financial Partners's Vanguard S&P Small-Cap 600 ETF position peaked at $15.3M in Q1 2025.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.