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 Q3	$1.71M	Buy	13,496 +2,510	+23%	+$337K	0.07%	101
2026 Q2	$1.51M	Hold	10,986	–	–	0.06%	107
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return

Mitsubishi UFJ Asset Management (UK) London, United Kingdom $213M AUM 36.38% 1-Year Est. Return

Klingman & Associates's VIOO Position: Q3 2026 in Review

Klingman & Associates increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 23% in Q3 2026, buying an estimated $337K and bringing the position to 13,496 shares worth $1.71M. The position accounts for 0.07% of the portfolio, ranked #101.

Klingman & Associates first reported a position in VIOO in Q4 2019 and has held it in 28 quarters since. 100 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

Klingman & Associates held 13,496 shares of Vanguard S&P Small-Cap 600 ETF worth $1.71M as of Q3 2026.
Klingman & Associates bought 2,510 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $337K.
Vanguard S&P Small-Cap 600 ETF made up 0.07% of Klingman & Associates's portfolio in Q3 2026, its #101 holding.
Klingman & Associates first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2019 and has held it in 28 quarters since.
100 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.