Mach-1 Financial Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Mach-1 Financial Group’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	$772K	Sell	5,612 -345	-6%	-$43.8K	0.3%	39
2026 Q1	$684K	Buy	5,957 +241	+4%	+$28.3K	0.24%	53
2025 Q4	$634K	Buy	+5,716	New	+$636K	0.13%	141
2025 Q3	–	Sell	-4,774	Closed	-$483K	–	407
2025 Q2	$483K	Buy	4,774 +559	+13%	+$53.4K	0.14%	116
2025 Q1	$407K	Buy	+4,215	New	+$438K	0.12%	131
2024 Q4	–	Sell	-4,229	Closed	-$457K	–	90
2024 Q3	$457K	Buy	4,229 +188	+5%	+$19.6K	0.28%	40
2024 Q2	$398K	Buy	4,041 +345	+9%	+$33.9K	0.27%	40
2024 Q1	$375K	Buy	3,696 +185	+5%	+$18K	0.29%	37
2023 Q4	$348K	Buy	3,511 +169	+5%	+$15.1K	0.13%	177
2023 Q3	$292K	Buy	3,342 +139	+4%	+$12.8K	0.12%	172
2023 Q2	$294K	Buy	+3,203	New	+$280K	0.08%	171

Other funds holding VIOO

OWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Mach-1 Financial Group's VIOO Position: Q2 2026 in Review

Mach-1 Financial Group reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 5.8% in Q2 2026, selling an estimated $43.8K and leaving 5,612 shares worth $772K. The position accounts for 0.3% of the portfolio, ranked #39.

Mach-1 Financial Group first reported a position in VIOO in Q2 2023 and has held it in 11 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Mach-1 Financial Group held 5,612 shares of Vanguard S&P Small-Cap 600 ETF worth $772K as of Q2 2026.
Mach-1 Financial Group sold 345 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $43.8K.
Vanguard S&P Small-Cap 600 ETF made up 0.3% of Mach-1 Financial Group's portfolio in Q2 2026, its #39 holding.
Mach-1 Financial Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2023 and has held it in 11 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.