Fund Evaluation Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Fund Evaluation Group’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	$686K	Buy	4,984 +1,768	+55%	+$224K	0.02%	65
2026 Q1	$369K	Buy	+3,216	New	+$377K	0.01%	64
2025 Q3	–	Sell	-19,180	Closed	-$1.94M	–	88
2025 Q2	$1.94M	Sell	19,180 -2,470	-11%	-$236K	0.08%	47
2025 Q1	$2.09M	Hold	21,650	–	–	0.09%	37
2024 Q4	$2.3M	Buy	+21,650	New	+$2.39M	0.11%	29

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

Fund Evaluation Group's VIOO Position: Q2 2026 in Review

Fund Evaluation Group increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 55% in Q2 2026, buying an estimated $224K and bringing the position to 4,984 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #65.

Fund Evaluation Group first reported a position in VIOO in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.3M in Q4 2024. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Fund Evaluation Group held 4,984 shares of Vanguard S&P Small-Cap 600 ETF worth $686K as of Q2 2026.
Fund Evaluation Group bought 1,768 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $224K.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Fund Evaluation Group's portfolio in Q2 2026, its #65 holding.
Fund Evaluation Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 5 quarters since.
Fund Evaluation Group's Vanguard S&P Small-Cap 600 ETF position peaked at $2.3M in Q4 2024.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.