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 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	$204	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 $1.37T 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

LBMC Investment Advisors's VIOO Position: Q1 2026 in Review

LBMC Investment Advisors opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2026: 9,872 shares worth $1.13M. The stake represents 0.07% of the portfolio and ranks #100 among its holdings. This is a return to the name: LBMC Investment Advisors previously reported a position in VIOO as recently as Q1 2024.

LBMC Investment Advisors first reported a position in VIOO in Q1 2021 and has held it in 8 quarters since. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

LBMC Investment Advisors held 9,872 shares of Vanguard S&P Small-Cap 600 ETF worth $1.13M as of Q1 2026.
Vanguard S&P Small-Cap 600 ETF was a new LBMC Investment Advisors position in Q1 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.07% of LBMC Investment Advisors's portfolio in Q1 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 8 quarters since.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.