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

Gleason 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	$8.76K	Hold	64	–	–	﹤0.01%	237
2026 Q1	$7.32K	Hold	64	–	–	﹤0.01%	186
2025 Q4	$7.07K	Buy	64 +1	+2%	+$111	﹤0.01%	185
2025 Q3	$6.95K	Hold	63	–	–	﹤0.01%	164
2025 Q2	$6.36K	Hold	63	–	–	﹤0.01%	174
2025 Q1	$6.07K	Hold	63	–	–	﹤0.01%	175
2024 Q4	$6.67K	Buy	63 +1	+2%	+$111	﹤0.01%	178
2024 Q3	$6.7K	Hold	62	–	–	﹤0.01%	173
2024 Q2	$6.08K	Hold	62	–	–	﹤0.01%	212
2024 Q1	$6.29K	Hold	62	–	–	﹤0.01%	181
2023 Q4	$6.14K	Buy	62 +1	+2%	+$89	﹤0.01%	192
2023 Q3	$5.34K	Hold	61	–	–	﹤0.01%	200
2023 Q2	$5.61K	Hold	61	–	–	﹤0.01%	200
2023 Q1	$5.42K	Sell	61 -1	-2%	-$92	﹤0.01%	196
2022 Q4	$5.29K	Buy	62 +2	+3%	+$177	﹤0.01%	188
2022 Q3	$5K	Hold	60	–	–	﹤0.01%	201
2022 Q2	$5K	Hold	60	–	–	﹤0.01%	201
2022 Q1	$6K	Hold	60	–	–	﹤0.01%	186
2021 Q4	$6K	Buy	60 +2	+3%	+$210	﹤0.01%	176
2021 Q3	$6K	Hold	58	–	–	﹤0.01%	179
2021 Q2	$6K	Hold	58	–	–	﹤0.01%	176
2021 Q1	$6K	Hold	58	–	–	﹤0.01%	171
2020 Q4	$5K	Hold	58	–	–	﹤0.01%	169
2020 Q3	$4K	Hold	58	–	–	﹤0.01%	162
2020 Q2	$4K	Hold	58	–	–	﹤0.01%	165
2020 Q1	$3K	Hold	58	–	–	﹤0.01%	168
2019 Q4	$4K	Buy	+58	New	+$4.27K	﹤0.01%	172

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

Gleason Group's VIOO Position: Q2 2026 in Review

Gleason Group held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 64 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Gleason Group first reported a position in VIOO in Q4 2019 and has held it in 27 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Gleason Group held 64 shares of Vanguard S&P Small-Cap 600 ETF worth $8.76K as of Q2 2026.
Gleason Group left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #237 holding.
Gleason Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and has held it in 27 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.