Independent Advisor Alliance’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Independent Advisor Alliance’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	–	Sell	-3,019	Closed	-$347K	–	1612
2026 Q1	$347K	Buy	+3,019	New	+$354K	﹤0.01%	1265
2025 Q1	–	Sell	-3,104	Closed	-$329K	–	1344
2024 Q4	$329K	Buy	+3,104	New	+$343K	﹤0.01%	1098
2019 Q2	–	Sell	-23,632	Closed	-$1.66M	–	479
2019 Q1	$1.66M	Buy	+23,632	New	+$1.65M	0.23%	96

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

Independent Advisor Alliance's VIOO Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026, closing a stake of 3,019 shares — an estimated $347K sold.

Independent Advisor Alliance first reported a position in VIOO in Q1 2019 and held it in 3 quarters. The position peaked at $1.66M in Q1 2019. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 3,019 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $347K.
Independent Advisor Alliance first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2019 and held it in 3 quarters.
Independent Advisor Alliance's Vanguard S&P Small-Cap 600 ETF position peaked at $1.66M in Q1 2019.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.