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

MAI Capital 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	$10.4M	Buy	75,508 +7,393	+11%	+$938K	0.04%	330
2026 Q1	$7.82M	Buy	68,115 +12,350	+22%	+$1.45M	0.04%	319
2025 Q4	$6.19M	Buy	55,765 +7,704	+16%	+$857K	0.04%	355
2025 Q3	$5.31M	Buy	48,061 +46,989	+4,383%	+$5.01M	0.03%	351
2025 Q2	$108K	Hold	1,072	–	–	﹤0.01%	1441
2025 Q1	$103K	Hold	1,072	–	–	﹤0.01%	1393
2024 Q4	$114K	Buy	+1,072	New	+$119K	﹤0.01%	1378

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

MAI Capital Management's VIOO Position: Q2 2026 in Review

MAI Capital Management increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 11% in Q2 2026, buying an estimated $938K and bringing the position to 75,508 shares worth $10.4M. The position accounts for 0.04% of the portfolio, ranked #330.

MAI Capital Management first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. 407 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

MAI Capital Management held 75,508 shares of Vanguard S&P Small-Cap 600 ETF worth $10.4M as of Q2 2026.
MAI Capital Management bought 7,393 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $938K.
Vanguard S&P Small-Cap 600 ETF made up 0.04% of MAI Capital Management's portfolio in Q2 2026, its #330 holding.
MAI Capital Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
407 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.