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

Medallion Wealth Advisors’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	$59.8K	Hold	519	–	–	0.02%	444
2025 Q4	$57.8K	Sell	519 -369	-42%	-$41K	0.02%	450
2025 Q3	$98.2K	Sell	888 -62	-7%	-$6.61K	0.03%	357
2025 Q2	$97.8K	Sell	950 -93	-9%	-$8.88K	0.04%	352
2025 Q1	$101K	Buy	1,043 +297	+40%	+$30.9K	0.05%	306
2024 Q4	$79.2K	Buy	+746	New	+$82.5K	0.04%	337

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

Medallion Wealth Advisors's VIOO Position: Q1 2026 in Review

Medallion Wealth Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q1 2026 at 519 shares worth $59.8K. The position accounts for 0.02% of the portfolio, ranked #444.

Medallion Wealth Advisors first reported a position in VIOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $101K in Q1 2025. 379 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Medallion Wealth Advisors held 519 shares of Vanguard S&P Small-Cap 600 ETF worth $59.8K as of Q1 2026.
Medallion Wealth Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q1 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #444 holding.
Medallion Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $101K in Q1 2025.
379 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.