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

McLean Asset 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	$892K	Sell	7,765 -25	-0.3%	-$2.93K	0.16%	62
2025 Q4	$914K	Sell	7,790 -106	-1%	-$11.8K	0.16%	62
2025 Q3	$881K	Hold	7,896	–	–	0.18%	62
2025 Q2	$823K	Buy	7,896 +115	+1%	+$11K	0.22%	56
2025 Q1	$652K	Buy	+7,781	New	+$809K	0.22%	60

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

McLean Asset Management's VIOO Position: Q1 2026 in Review

McLean Asset Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.32% in Q1 2026, selling an estimated $2.93K and leaving 7,765 shares worth $892K. The position accounts for 0.16% of the portfolio, ranked #62.

McLean Asset Management first reported a position in VIOO in Q1 2025 and has held it in 5 quarters since. The position peaked at $914K in Q4 2025. 379 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

McLean Asset Management held 7,765 shares of Vanguard S&P Small-Cap 600 ETF worth $892K as of Q1 2026.
McLean Asset Management sold 25 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $2.93K.
Vanguard S&P Small-Cap 600 ETF made up 0.16% of McLean Asset Management's portfolio in Q1 2026, its #62 holding.
McLean Asset Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2025 and has held it in 5 quarters since.
McLean Asset Management's Vanguard S&P Small-Cap 600 ETF position peaked at $914K in Q4 2025.
379 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.