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Lowe Brockenbrough & Co’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Lowe Brockenbrough & Co’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 		$1.52M Sell
11,062
-52
-0.5% -$6.6K 0.07% 154
2026
Q1 		$1.28M Sell
11,114
-1,949
-15% -$229K 0.06% 162
2025
Q4 		$1.45M Sell
13,063
-193
-1% -$21.5K 0.07% 153
2025
Q3 		$1.46M Sell
13,256
-57
-0.4% -$6.08K 0.08% 152
2025
Q2 		$1.35M Sell
13,313
-2,378
-15% -$227K 0.08% 153
2025
Q1 		$1.51M Sell
15,691
-16
-0.1% -$1.66K 0.1% 136
2024
Q4 		$1.67M Buy
15,707
+146
+0.9% +$16.1K 0.11% 130
2024
Q3 		$1.68M Buy
15,561
+105
+0.7% +$10.9K 0.11% 135
2024
Q2 		$1.52M Sell
15,456
-695
-4% -$68.3K 0.1% 143
2024
Q1 		$1.64M Sell
16,151
-312
-2% -$30.3K 0.11% 142
2023
Q4 		$1.63M Buy
16,463
+798
+5% +$71.1K 0.13% 135
2023
Q3 		$1.37M Buy
15,665
+25
+0.2% +$2.3K 0.11% 151
2023
Q2 		$1.44M Buy
15,640
+120
+0.8% +$10.5K 0.11% 145
2023
Q1 		$1.38M Sell
15,520
-600
-4% -$55K 0.11% 152
2022
Q4 		$1.4M Buy
16,120
+1,118
+7% +$99.2K 0.12% 151
2022
Q3 		$1.21M Buy
15,002
+1,780
+13% +$159K 0.12% 155
2022
Q2 		$1.12M Sell
13,222
-5,454
-29% -$498K 0.1% 162
2022
Q1 		$1.85M Sell
18,676
-1,580
-8% -$156K 0.14% 140
2021
Q4 		$2.13M Sell
20,256
-240
-1% -$25.2K 0.16% 121
2021
Q3 		$2.06M Sell
20,496
-266
-1% -$26.9K 0.16% 126
2021
Q2 		$2.15M Buy
20,762
+2,354
+13% +$241K 0.19% 107
2021
Q1 		$1.83M Buy
18,408
+4,624
+34% +$442K 0.18% 114
2020
Q4 		$1.16M Buy
13,784
+4,250
+45% +$321K 0.13% 139
2020
Q3 		$616K Sell
9,534
-70
-0.7% -$4.6K 0.08% 160
2020
Q2 		$601K Buy
9,604
+150
+2% +$8.65K 0.08% 159
2020
Q1 		$484K Sell
9,454
-1,026
-10% -$69.4K 0.08% 162
2019
Q4 		$797K Buy
10,480
+280
+3% +$20.6K 0.1% 154
2019
Q3 		$727K Buy
10,200
+372
+4% +$26.3K 0.1% 158
2019
Q2 		$702K Buy
9,828
+3,938
+67% +$278K 0.1% 160
2019
Q1 		$413K Buy
+5,890
New +$410K 0.06% 174

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

Lowe Brockenbrough & Co's VIOO Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.47% in Q2 2026, selling an estimated $6.6K and leaving 11,062 shares worth $1.52M. The position accounts for 0.07% of the portfolio, ranked #154.

Lowe Brockenbrough & Co first reported a position in VIOO in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.15M in Q2 2021. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Lowe Brockenbrough & Co held 11,062 shares of Vanguard S&P Small-Cap 600 ETF worth $1.52M as of Q2 2026.
  • Lowe Brockenbrough & Co sold 52 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $6.6K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.07% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #154 holding.
  • Lowe Brockenbrough & Co first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2019 and has held it in 30 quarters since.
  • Lowe Brockenbrough & Co's Vanguard S&P Small-Cap 600 ETF position peaked at $2.15M in Q2 2021.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.