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Heartwood Wealth Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-350
Closed -$38.7K – 581
2025
Q3 		$38.7K Buy
+350
New +$37.3K ﹤0.01% 316

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heartwood Wealth Advisors's VIOO Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q4 2025, closing a stake of 350 shares — an estimated $38.7K sold.

Heartwood Wealth Advisors first reported a position in VIOO in Q3 2025 and held it in 1 quarter. The position peaked at $38.7K in Q3 2025. 365 funds tracked by Wall St. Rank hold VIOO as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 350 Vanguard S&P Small-Cap 600 ETF shares in Q4 2025, an estimated $38.7K.
  • Heartwood Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $38.7K in Q3 2025.
  • 365 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.