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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
Q2 		$293K Hold
2,127
– – 0.03% 274
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 $1.55T 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

JT Stratford LLC's VIOO Position: Q2 2026 in Review

JT Stratford LLC held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 2,127 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #274.

JT Stratford LLC first reported a position in VIOO in Q2 2024 and has held it in 9 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • JT Stratford LLC held 2,127 shares of Vanguard S&P Small-Cap 600 ETF worth $293K as of Q2 2026.
  • JT Stratford LLC left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up 0.03% of JT Stratford LLC's portfolio in Q2 2026, its #274 holding.
  • JT Stratford LLC first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2024 and has held it in 9 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.