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

Global Retirement 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 		$80.3K Buy
+584
New +$74.1K ﹤0.01% 2214
2025
Q4 		$19.6K Buy
177
+138
+354% +$15.3K ﹤0.01% 2878
2025
Q3 		$4.31K Hold
39
– – ﹤0.01% 3035
2025
Q2 		$3.95K Buy
+39
New +$3.73K ﹤0.01% 2999
2024
Q4 		$31.8K Sell
300
-730
-71% -$80.7K ﹤0.01% 1831
2024
Q3 		$111K Sell
1,030
-51
-5% -$5.31K ﹤0.01% 1192
2024
Q2 		$106K Sell
1,081
-94
-8% -$9.24K ﹤0.01% 1160
2024
Q1 		$119K Buy
1,175
+33
+3% +$3.21K ﹤0.01% 1009
2023
Q4 		$108K Buy
1,142
+772
+209% +$68.8K ﹤0.01% 1001
2023
Q3 		$31.4K Buy
370
+70
+23% +$6.45K ﹤0.01% 1469
2023
Q2 		$27.6K Hold
300
– – ﹤0.01% 1531
2023
Q1 		$25.4K Hold
300
– – ﹤0.01% 1534
2022
Q4 		$26K Buy
+300
New +$26.6K ﹤0.01% 1375
2019
Q2 		– Sell
-324
Closed -$23K – 1716
2019
Q1 		$23K Hold
324
– – 0.01% 782
2018
Q4 		$20K Sell
324
-490
-60% -$34.6K 0.01% 750
2018
Q3 		$65K Hold
814
– – 0.01% 503
2018
Q2 		$62K Hold
814
– – 0.02% 492
2018
Q1 		$57K Hold
814
– – 0.02% 494
2017
Q4 		$57K Buy
814
+4
+0.5% +$275 0.02% 468
2017
Q3 		$55K Buy
810
+490
+153% +$31.3K 0.02% 417
2017
Q2 		$20K Hold
320
– – 0.01% 608
2017
Q1 		$20K Hold
320
– – 0.01% 561
2016
Q4 		$20K Buy
+320
New +$18.8K 0.01% 514

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Global Retirement Partners's VIOO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026: 584 shares worth $80.3K. The stake represents ﹤0.01% of the portfolio and ranks #2214 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VIOO as recently as Q4 2025.

Global Retirement Partners first reported a position in VIOO in Q4 2016 and has held it in 23 quarters since. The position peaked at $119K in Q1 2024. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Global Retirement Partners held 584 shares of Vanguard S&P Small-Cap 600 ETF worth $80.3K as of Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF was a new Global Retirement Partners position in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2214 holding.
  • Global Retirement Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2016 and has held it in 23 quarters since.
  • Global Retirement Partners's Vanguard S&P Small-Cap 600 ETF position peaked at $119K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.