JBA
VIOO icon

Johnson Bixby & Associates’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Johnson Bixby & Associates’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 		$332K Sell
2,413
-73
-3% -$9.27K 0.04% 104
2026
Q1 		$285K Sell
2,486
-301
-11% -$35.3K 0.04% 105
2025
Q4 		$309K Sell
2,787
-415
-13% -$46.2K 0.04% 98
2025
Q3 		$354K Sell
3,202
-367
-10% -$39.1K 0.05% 89
2025
Q2 		$361K Sell
3,569
-60
-2% -$5.73K 0.05% 82
2025
Q1 		$350K Buy
3,629
+115
+3% +$12K 0.05% 84
2024
Q4 		$373K Sell
3,514
-7
-0.2% -$774 0.06% 79
2024
Q3 		$381K Buy
3,521
+16
+0.5% +$1.67K 0.06% 79
2024
Q2 		$344K Buy
3,505
+4
+0.1% +$393 0.06% 79
2024
Q1 		$355K Buy
3,501
+75
+2% +$7.29K 0.06% 80
2023
Q4 		$340K Buy
3,426
+56
+2% +$4.99K 0.06% 80
2023
Q3 		$295K Sell
3,370
-260
-7% -$24K 0.06% 78
2023
Q2 		$334K Buy
3,630
+19
+0.5% +$1.66K 0.07% 75
2023
Q1 		$321K Buy
3,611
+117
+3% +$10.7K 0.07% 77
2022
Q4 		$303K Buy
+3,494
New +$310K 0.07% 74

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Johnson Bixby & Associates's VIOO Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 2.9% in Q2 2026, selling an estimated $9.27K and leaving 2,413 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #104.

Johnson Bixby & Associates first reported a position in VIOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $381K in Q3 2024. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Johnson Bixby & Associates held 2,413 shares of Vanguard S&P Small-Cap 600 ETF worth $332K as of Q2 2026.
  • Johnson Bixby & Associates sold 73 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $9.27K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.04% of Johnson Bixby & Associates's portfolio in Q2 2026, its #104 holding.
  • Johnson Bixby & Associates first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 15 quarters since.
  • Johnson Bixby & Associates's Vanguard S&P Small-Cap 600 ETF position peaked at $381K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.