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JT Stratford LLC’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

JT Stratford LLC’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
Q1 		$244K Sell
2,127
-10
-0.5% -$1.17K 0.03% 273
2025
Q4 		$237K Hold
2,137
– – 0.03% 278
2025
Q3 		$236K Sell
2,137
-2
-0.1% -$213 0.03% 285
2025
Q2 		$217K Sell
2,139
-14
-0.7% -$1.34K 0.03% 282
2025
Q1 		$208K Buy
2,153
+47
+2% +$4.88K 0.04% 267
2024
Q4 		$223K Hold
2,106
– – 0.04% 276
2024
Q3 		$228K Hold
2,106
– – 0.04% 262
2024
Q2 		$207K Buy
+2,106
New +$207K 0.04% 260

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JT Stratford LLC's VIOO Position: Q1 2026 in Review

JT Stratford LLC reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.47% in Q1 2026, selling an estimated $1.17K and leaving 2,127 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #273.

JT Stratford LLC first reported a position in VIOO in Q2 2024 and has held it in 8 quarters since. 379 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • JT Stratford LLC held 2,127 shares of Vanguard S&P Small-Cap 600 ETF worth $244K as of Q1 2026.
  • JT Stratford LLC sold 10 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $1.17K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.03% of JT Stratford LLC's portfolio in Q1 2026, its #273 holding.
  • JT Stratford LLC first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2024 and has held it in 8 quarters since.
  • 379 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.