Klingman & Associates’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Klingman & Associates’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	$1.26M	Hold	10,986	–	–	0.06%	113
2025 Q4	$1.22M	Buy	10,986 +52	+0.5%	+$5.78K	0.06%	112
2025 Q3	$1.21M	Hold	10,934	–	–	0.06%	111
2025 Q2	$1.11M	Hold	10,934	–	–	0.06%	109
2025 Q1	$1.06M	Hold	10,934	–	–	0.06%	105
2024 Q4	$1.16M	Hold	10,934	–	–	0.07%	93
2024 Q3	$1.18M	Hold	10,934	–	–	0.07%	102
2024 Q2	$1.07M	Hold	10,934	–	–	0.07%	95
2024 Q1	$1.11M	Hold	10,934	–	–	0.08%	93
2023 Q4	$1.08M	Hold	10,934	–	–	0.08%	89
2023 Q3	$956K	Hold	10,934	–	–	0.08%	92
2023 Q2	$1M	Hold	10,934	–	–	0.08%	87
2023 Q1	$971K	Hold	10,934	–	–	0.08%	82
2022 Q4	$947K	Sell	10,934 -30	-0.3%	-$2.66K	0.08%	83
2022 Q3	$885K	Hold	10,964	–	–	0.09%	81
2022 Q2	$932K	Buy	10,964 +30	+0.3%	+$2.74K	0.09%	79
2022 Q1	$1.08M	Hold	10,934	–	–	0.09%	72
2021 Q4	$1.15M	Hold	10,934	–	–	0.1%	68
2021 Q3	$1.1M	Hold	10,934	–	–	0.1%	67
2021 Q2	$1.13M	Hold	10,934	–	–	0.11%	63
2021 Q1	$1.09M	Hold	10,934	–	–	0.11%	60
2020 Q4	$917K	Hold	10,934	–	–	0.11%	60
2020 Q3	$706K	Hold	10,934	–	–	0.1%	63
2020 Q2	$684K	Hold	10,934	–	–	0.1%	62
2020 Q1	$560K	Hold	10,934	–	–	0.11%	70
2019 Q4	$832K	Buy	+10,934	New	+$805K	0.14%	58

Other funds holding VIOO

OWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Klingman & Associates's VIOO Position: Q1 2026 in Review

Klingman & Associates held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q1 2026 at 10,986 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #113.

Klingman & Associates first reported a position in VIOO in Q4 2019 and has held it in 26 quarters since. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Klingman & Associates held 10,986 shares of Vanguard S&P Small-Cap 600 ETF worth $1.26M as of Q1 2026.
Klingman & Associates left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q1 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.06% of Klingman & Associates's portfolio in Q1 2026, its #113 holding.
Klingman & Associates first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and has held it in 26 quarters since.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.