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Kestra Private Wealth Services’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Kestra Private Wealth Services’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 		$282K Sell
2,458
-700
-22% -$82.1K ﹤0.01% 1482
2025
Q4 		$350K Buy
3,158
+110
+4% +$12.2K ﹤0.01% 1351
2025
Q3 		$337K Hold
3,048
– – ﹤0.01% 1306
2025
Q2 		$309K Buy
3,048
+414
+16% +$39.5K ﹤0.01% 1268
2025
Q1 		$254K Hold
2,634
– – ﹤0.01% 1279
2024
Q4 		$279K Sell
2,634
-3
-0.1% -$332 ﹤0.01% 1163
2024
Q3 		$285K Hold
2,637
– – 0.01% 1104
2024
Q2 		$259K Hold
2,637
– – 0.01% 1103
2024
Q1 		$268K Buy
2,637
+90
+4% +$8.75K 0.01% 1059
2023
Q4 		$253K Buy
2,547
+23
+0.9% +$2.05K 0.01% 1022
2023
Q3 		$221K Sell
2,524
-51
-2% -$4.7K 0.01% 993
2023
Q2 		$237K Buy
2,575
+51
+2% +$4.47K 0.01% 904
2023
Q1 		$224K Sell
2,524
-56
-2% -$5.13K 0.01% 879
2022
Q4 		$224K Buy
+2,580
New +$229K 0.01% 768

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

Kestra Private Wealth Services's VIOO Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 22% in Q1 2026, selling an estimated $82.1K and leaving 2,458 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Kestra Private Wealth Services first reported a position in VIOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $350K in Q4 2025. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Kestra Private Wealth Services held 2,458 shares of Vanguard S&P Small-Cap 600 ETF worth $282K as of Q1 2026.
  • Kestra Private Wealth Services sold 700 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $82.1K.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1482 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 14 quarters since.
  • Kestra Private Wealth Services's Vanguard S&P Small-Cap 600 ETF position peaked at $350K in Q4 2025.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.