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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marks Group Wealth Management's VIOO Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.94% in Q1 2026, selling an estimated $16.8K and leaving 15,045 shares worth $1.73M. The position accounts for 0.17% of the portfolio, ranked #145.

Marks Group Wealth Management first reported a position in VIOO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.92M in Q3 2025. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Marks Group Wealth Management held 15,045 shares of Vanguard S&P Small-Cap 600 ETF worth $1.73M as of Q1 2026.
Marks Group Wealth Management sold 143 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $16.8K.
Vanguard S&P Small-Cap 600 ETF made up 0.17% of Marks Group Wealth Management's portfolio in Q1 2026, its #145 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 4 quarters since.
Marks Group Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $1.92M in Q3 2025.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.