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Leo Wealth LLC’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Leo Wealth LLC’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 		$974K Hold
8,478
– – 0.07% 188
2025
Q4 		$941K Buy
8,478
+111
+1% +$12.3K 0.07% 191
2025
Q3 		$924K Hold
8,367
– – 0.12% 133
2025
Q2 		$847K Sell
8,367
-4,984
-37% -$476K 0.07% 183
2025
Q1 		$1.29M Buy
+13,351
New +$1.39M 0.19% 106

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leo Wealth LLC's VIOO Position: Q1 2026 in Review

Leo Wealth LLC held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q1 2026 at 8,478 shares worth $974K. The position accounts for 0.07% of the portfolio, ranked #188.

Leo Wealth LLC first reported a position in VIOO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q1 2025. 381 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Leo Wealth LLC held 8,478 shares of Vanguard S&P Small-Cap 600 ETF worth $974K as of Q1 2026.
  • Leo Wealth LLC left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q1 2026.
  • Vanguard S&P Small-Cap 600 ETF made up 0.07% of Leo Wealth LLC's portfolio in Q1 2026, its #188 holding.
  • Leo Wealth LLC first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2025 and has held it in 5 quarters since.
  • Leo Wealth LLC's Vanguard S&P Small-Cap 600 ETF position peaked at $1.29M in Q1 2025.
  • 381 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.