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

Lodestone 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
Q2 		$16.9K Sell
123
-31
-20% -$3.93K 0.01% 443
2026
Q1 		$17.7K Hold
154
– – 0.01% 431
2025
Q4 		$17.1K Buy
+154
New +$17.1K 0.01% 427

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Lodestone Wealth Management's VIOO Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 20% in Q2 2026, selling an estimated $3.93K and leaving 123 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #443.

Lodestone Wealth Management first reported a position in VIOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.7K in Q1 2026. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Lodestone Wealth Management held 123 shares of Vanguard S&P Small-Cap 600 ETF worth $16.9K as of Q2 2026.
  • Lodestone Wealth Management sold 31 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $3.93K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #443 holding.
  • Lodestone Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $17.7K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.