LRI Investments’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

LRI Investments’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	$3.3K	Hold	24	–	–	﹤0.01%	1203
2026 Q1	$2.76K	Hold	24	–	–	﹤0.01%	1219
2025 Q4	$2.66K	Hold	24	–	–	﹤0.01%	1162
2025 Q3	$2.65K	Hold	24	–	–	﹤0.01%	1166
2025 Q2	$2.43K	Hold	24	–	–	﹤0.01%	1141
2025 Q1	$2.32K	Hold	24	–	–	﹤0.01%	1092
2024 Q4	$2.54K	Hold	24	–	–	﹤0.01%	1051
2024 Q3	$2.7K	Hold	24	–	–	﹤0.01%	1034
2024 Q2	$2.36K	Hold	24	–	–	﹤0.01%	1031
2024 Q1	$2.44K	Buy	+24	New	+$2.33K	﹤0.01%	727

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

LRI Investments's VIOO Position: Q2 2026 in Review

LRI Investments held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 24 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

LRI Investments first reported a position in VIOO in Q1 2024 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

LRI Investments held 24 shares of Vanguard S&P Small-Cap 600 ETF worth $3.3K as of Q2 2026.
LRI Investments left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1203 holding.
LRI Investments first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2024 and has held it in 10 quarters since.
173 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.