Ironwood Financial’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Ironwood Financial’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	$540K	Hold	4,014	–	–	0.08%	115
2026 Q1	$461K	Hold	4,014	–	–	0.08%	114
2025 Q4	$469K	Hold	4,014	–	–	0.08%	117
2025 Q3	$443K	Hold	4,014	–	–	0.08%	117
2025 Q2	$387K	Hold	4,014	–	–	0.08%	117
2025 Q1	$387K	Hold	4,014	–	–	0.08%	117
2024 Q4	$426K	Hold	4,014	–	–	0.09%	112
2024 Q3	$434K	Sell	4,014 -351	-8%	-$36.5K	0.09%	113
2024 Q2	$429K	Hold	4,365	–	–	0.1%	111
2024 Q1	$443K	Hold	4,365	–	–	0.1%	113
2023 Q4	$433K	Hold	4,365	–	–	0.1%	109
2023 Q3	$381K	Hold	4,365	–	–	0.1%	105
2023 Q2	$401K	Hold	4,365	–	–	0.11%	103
2023 Q1	$388K	Buy	4,365 +1	+0%	+$92	0.11%	104
2022 Q4	$378K	Buy	+4,364	New	+$387K	0.12%	100

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

Ironwood Financial's VIOO Position: Q2 2026 in Review

Ironwood Financial held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 4,014 shares worth $540K. The position accounts for 0.08% of the portfolio, ranked #115.

Ironwood Financial first reported a position in VIOO in Q4 2022 and has held it in 15 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Ironwood Financial held 4,014 shares of Vanguard S&P Small-Cap 600 ETF worth $540K as of Q2 2026.
Ironwood Financial left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.08% of Ironwood Financial's portfolio in Q2 2026, its #115 holding.
Ironwood Financial first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 15 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.