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

JFS Wealth Advisors’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	$33.1K	Hold	241	–	–	﹤0.01%	631
2026 Q1	$27.6K	Hold	241	–	–	﹤0.01%	662
2025 Q4	$26.7K	Buy	241 +4	+2%	+$445	﹤0.01%	672
2025 Q3	$26.2K	Hold	237	–	–	﹤0.01%	641
2025 Q2	$24K	Sell	237 -50	-17%	-$4.78K	﹤0.01%	618
2025 Q1	$27.7K	Buy	287 +50	+21%	+$5.2K	﹤0.01%	594
2024 Q4	$25.2K	Buy	237 +3	+1%	+$332	﹤0.01%	593
2024 Q3	$25.3K	Hold	234	–	–	﹤0.01%	592
2024 Q2	$23K	Hold	234	–	–	﹤0.01%	572
2024 Q1	$23.8K	Hold	234	–	–	﹤0.01%	590
2023 Q4	$23.2K	Hold	234	–	–	﹤0.01%	554
2023 Q3	$20.5K	Hold	234	–	–	﹤0.01%	543
2023 Q2	$21.5K	Hold	234	–	–	﹤0.01%	531
2023 Q1	$20.8K	Buy	+234	New	+$21.4K	﹤0.01%	532

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

JFS Wealth Advisors's VIOO Position: Q2 2026 in Review

JFS Wealth Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 241 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

JFS Wealth Advisors first reported a position in VIOO in Q1 2023 and has held it in 14 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

JFS Wealth Advisors held 241 shares of Vanguard S&P Small-Cap 600 ETF worth $33.1K as of Q2 2026.
JFS Wealth Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #631 holding.
JFS Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2023 and has held it in 14 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.