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Lee-Kelleher Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Lee-Kelleher Wealth Management’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 		$251K Hold
1,983
– – 0.13% 37
2026
Q2 		$273K Hold
1,983
– – 0.14% 37
2026
Q1 		$228K Hold
1,983
– – 0.14% 38
2025
Q4 		$220K Hold
1,983
– – 0.13% 39
2025
Q3 		$219K Hold
1,983
– – 0.13% 38
2025
Q2 		$201K Buy
+1,983
New +$189K 0.13% 38
2025
Q1 		– Sell
-1,983
Closed -$210K – 38
2024
Q4 		$210K Buy
+1,983
New +$219K 0.15% 40

Other funds holding VIOO

MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Lee-Kelleher Wealth Management's VIOO Position: Q3 2026 in Review

Lee-Kelleher Wealth Management held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q3 2026 at 1,983 shares worth $251K. The position accounts for 0.13% of the portfolio, ranked #37.

Lee-Kelleher Wealth Management first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $273K in Q2 2026. 15 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

  • Lee-Kelleher Wealth Management held 1,983 shares of Vanguard S&P Small-Cap 600 ETF worth $251K as of Q3 2026.
  • Lee-Kelleher Wealth Management left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q3 2026.
  • Vanguard S&P Small-Cap 600 ETF made up 0.13% of Lee-Kelleher Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Lee-Kelleher Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
  • Lee-Kelleher Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $273K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.