LBMC Investment Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

LBMC Investment Advisors’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	$1.36M	Hold	9,872	–	–	0.07%	100
2026 Q1	$1.13M	Buy	+9,872	New	+$1.16M	0.07%	100
2024 Q2	–	Sell	-2,024	Closed	-$205K	–	193
2024 Q1	$205K	Hold	2,024	–	–	0.02%	177
2023 Q4	$201K	Buy	+2,024	New	+$180K	0.02%	161
2022 Q2	–	Sell	-2,024	Closed	-$200K	–	167
2022 Q1	$200K	Hold	2,024	–	–	0.02%	157
2021 Q4	$213K	Sell	2,024 -51,232	-96%	-$5.38M	0.02%	159
2021 Q3	$204K	Buy	53,256 +51,232	+2,531%	+$5.18M	0.02%	159
2021 Q2	$210K	Hold	2,024	–	–	0.02%	158
2021 Q1	$201K	Buy	+2,024	New	+$194K	0.02%	133

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

LBMC Investment Advisors's VIOO Position: Q2 2026 in Review

LBMC Investment Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 9,872 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #100.

LBMC Investment Advisors first reported a position in VIOO in Q1 2021 and has held it in 9 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

LBMC Investment Advisors held 9,872 shares of Vanguard S&P Small-Cap 600 ETF worth $1.36M as of Q2 2026.
LBMC Investment Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.07% of LBMC Investment Advisors's portfolio in Q2 2026, its #100 holding.
LBMC Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2021 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 LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.