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 Q3	$991K	Hold	7,739	–	–	0.13%	58
2026 Q2	$1.04M	Sell	7,739 -26	-0.3%	-$3.3K	0.14%	57
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

McLean Asset Management's VIOO Position: Q3 2026 in Review

McLean Asset Management held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q3 2026 at 7,739 shares worth $991K. The position accounts for 0.13% of the portfolio, ranked #58.

McLean Asset Management first reported a position in VIOO in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.04M in Q2 2026. 257 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

McLean Asset Management held 7,739 shares of Vanguard S&P Small-Cap 600 ETF worth $991K as of Q3 2026.
McLean Asset Management left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q3 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.13% of McLean Asset Management's portfolio in Q3 2026, its #58 holding.
McLean Asset Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2025 and has held it in 7 quarters since.
McLean Asset Management's Vanguard S&P Small-Cap 600 ETF position peaked at $1.04M in Q2 2026.
257 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on McLean Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.