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Johnson Financial Group LLC (Colorado)’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$261K Sell
1,894
-93
-5% -$11.8K 0.01% 235
2026
Q1 		$228K Sell
1,987
-73
-4% -$8.56K 0.02% 164
2025
Q4 		$229K Buy
+2,060
New +$229K 0.01% 110

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 Financial Group LLC (Colorado)'s VIOO Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 4.7% in Q2 2026, selling an estimated $11.8K and leaving 1,894 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #235.

Johnson Financial Group LLC (Colorado) first reported a position in VIOO in Q4 2025 and has held it in 3 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 1,894 shares of Vanguard S&P Small-Cap 600 ETF worth $261K as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) sold 93 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $11.8K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #235 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2025 and has held it in 3 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.