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

Integrated Wealth Concepts’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	$245K	Buy	+1,028	New	+$130K	﹤0.01%	2209

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

Integrated Wealth Concepts's VIOO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026: 1,028 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #2209 among its holdings.

406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Integrated Wealth Concepts held 1,028 shares of Vanguard S&P Small-Cap 600 ETF worth $245K as of Q2 2026.
Vanguard S&P Small-Cap 600 ETF was a new Integrated Wealth Concepts position in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2209 holding.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.