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 Q2	$1.58M	Sell	11,468 -968	-8%	-$123K	0.12%	118
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 $1.55T 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

FourThought Financial Partners's VIOO Position: Q2 2026 in Review

FourThought Financial Partners reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 7.8% in Q2 2026, selling an estimated $123K and leaving 11,468 shares worth $1.58M. The position accounts for 0.12% of the portfolio, ranked #118.

FourThought Financial Partners first reported a position in VIOO in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.3M in Q1 2025. 407 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

FourThought Financial Partners held 11,468 shares of Vanguard S&P Small-Cap 600 ETF worth $1.58M as of Q2 2026.
FourThought Financial Partners sold 968 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $123K.
Vanguard S&P Small-Cap 600 ETF made up 0.12% of FourThought Financial Partners's portfolio in Q2 2026, its #118 holding.
FourThought Financial Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2024 and has held it in 9 quarters since.
FourThought Financial Partners's Vanguard S&P Small-Cap 600 ETF position peaked at $15.3M in Q1 2025.
407 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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