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Garton & Associates Financial Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-306
Closed -$34K – 677
2025
Q4 		$34K Buy
+306
New +$34K 0.02% 475

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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Garton & Associates Financial Advisors's VIOO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2026, closing a stake of 306 shares — an estimated $34K sold.

Garton & Associates Financial Advisors first reported a position in VIOO in Q4 2025 and held it in 1 quarter. The position peaked at $34K in Q4 2025. 381 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 306 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $34K.
  • Garton & Associates Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $34K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.