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Investment Partners Asset Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Investment Partners Asset 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 		$308K Hold
2,242
– – 0.17% 136
2026
Q1 		$257K Sell
2,242
-696
-24% -$81.6K 0.16% 142
2025
Q4 		$326K Sell
2,938
-11
-0.4% -$1.22K 0.2% 123
2025
Q3 		$326K Buy
2,949
+75
+3% +$8K 0.21% 127
2025
Q2 		$291K Buy
2,874
+681
+31% +$65K 0.2% 124
2025
Q1 		$212K Buy
+2,193
New +$228K 0.17% 136

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

Investment Partners Asset Management's VIOO Position: Q2 2026 in Review

Investment Partners Asset Management held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 2,242 shares worth $308K. The position accounts for 0.17% of the portfolio, ranked #136.

Investment Partners Asset Management first reported a position in VIOO in Q1 2025 and has held it in 6 quarters since. The position peaked at $326K in Q4 2025. 136 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Investment Partners Asset Management held 2,242 shares of Vanguard S&P Small-Cap 600 ETF worth $308K as of Q2 2026.
  • Investment Partners Asset Management left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up 0.17% of Investment Partners Asset Management's portfolio in Q2 2026, its #136 holding.
  • Investment Partners Asset Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2025 and has held it in 6 quarters since.
  • Investment Partners Asset Management's Vanguard S&P Small-Cap 600 ETF position peaked at $326K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.