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

Integris Wealth Management’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 		$379K Sell
2,755
-70
-2% -$8.88K 0.08% 88
2026
Q1 		$324K Sell
2,825
-144
-5% -$16.9K 0.07% 84
2025
Q4 		$329K Sell
2,969
-74
-2% -$8.23K 0.08% 86
2025
Q3 		$336K Hold
3,043
– – 0.08% 87
2025
Q2 		$308K Buy
+3,043
New +$291K 0.08% 86

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
PFA
Perryman Financial Advisory Dallas, Texas $751M AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Integris Wealth Management's VIOO Position: Q2 2026 in Review

Integris Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 2.5% in Q2 2026, selling an estimated $8.88K and leaving 2,755 shares worth $379K. The position accounts for 0.08% of the portfolio, ranked #88.

Integris Wealth Management first reported a position in VIOO in Q2 2025 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Integris Wealth Management held 2,755 shares of Vanguard S&P Small-Cap 600 ETF worth $379K as of Q2 2026.
  • Integris Wealth Management sold 70 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $8.88K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.08% of Integris Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Integris Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2025 and has held it in 5 quarters since.
  • 136 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.