Keeler & Nadler Financial Planning & Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Keeler & Nadler Financial Planning & Wealth Management’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	$481K	Sell	3,499 -74	-2%	-$9.39K	0.14%	55
2026 Q1	$410K	Hold	3,573	–	–	0.14%	60
2025 Q4	$396K	Buy	3,573 +16	+0.4%	+$1.78K	0.14%	54
2025 Q3	$393K	Hold	3,557	–	–	0.14%	52
2025 Q2	$360K	Hold	3,557	–	–	0.14%	54
2025 Q1	$341K	Hold	3,557	–	–	0.15%	52
2024 Q4	$377K	Sell	3,557 -1,050	-23%	-$116K	0.18%	50
2024 Q3	$498K	Sell	4,607 -120	-3%	-$12.5K	0.24%	42
2024 Q2	$464K	Sell	4,727 -1,022	-18%	-$100K	0.26%	41
2024 Q1	$584K	Sell	5,749 -187	-3%	-$18.2K	0.35%	40
2023 Q4	$589K	Buy	+5,936	New	+$529K	0.43%	32
2022 Q4	$531K	Buy	+6,128	New	+$544K	0.48%	33
2021 Q4	$662K	Buy	+6,302	New	+$662K	0.61%	30

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's VIOO Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 2.1% in Q2 2026, selling an estimated $9.39K and leaving 3,499 shares worth $481K. The position accounts for 0.14% of the portfolio, ranked #55.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in VIOO in Q4 2021 and has held it in 13 quarters since. The position peaked at $662K in Q4 2021. 247 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 3,499 shares of Vanguard S&P Small-Cap 600 ETF worth $481K as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management sold 74 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $9.39K.
Vanguard S&P Small-Cap 600 ETF made up 0.14% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #55 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and has held it in 13 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $662K in Q4 2021.
247 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.