MWM
VIOO icon

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

Mascoma 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
2025
Q2 		– Sell
-97
Closed -$9.36K – 502
2025
Q1 		$9.36K Buy
+97
New +$10.1K ﹤0.01% 337

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mascoma Wealth Management's VIOO Position: Q2 2025 in Review

Mascoma Wealth Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2025, closing a stake of 97 shares — an estimated $9.36K sold.

Mascoma Wealth Management first reported a position in VIOO in Q1 2025 and held it in 1 quarter. The position peaked at $9.36K in Q1 2025. 342 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

  • Mascoma Wealth Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 97 Vanguard S&P Small-Cap 600 ETF shares in Q2 2025, an estimated $9.36K.
  • Mascoma Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2025 and held it in 1 quarter.
  • Mascoma Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $9.36K in Q1 2025.
  • 342 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.