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

Marks Group 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 		$2.07M Hold
15,045
– – 0.18% 130
2026
Q1 		$1.73M Sell
15,045
-143
-0.9% -$16.8K 0.17% 145
2025
Q4 		$1.69M Sell
15,188
-2,180
-13% -$242K 0.16% 138
2025
Q3 		$1.92M Buy
17,368
+143
+0.8% +$15.3K 0.18% 127
2025
Q2 		$1.74M Buy
+17,225
New +$1.65M 0.16% 128

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

Marks Group Wealth Management's VIOO Position: Q2 2026 in Review

Marks Group Wealth Management held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 15,045 shares worth $2.07M. The position accounts for 0.18% of the portfolio, ranked #130.

Marks Group Wealth Management first reported a position in VIOO in Q2 2025 and has held it in 5 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Marks Group Wealth Management held 15,045 shares of Vanguard S&P Small-Cap 600 ETF worth $2.07M as of Q2 2026.
  • Marks Group Wealth Management left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up 0.18% of Marks Group Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Marks Group Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2025 and has held it in 5 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.