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 Q2	$71.6K	Sell	517 -2	-0.4%	-$254	0.02%	395
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Medallion Wealth Advisors's VIOO Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.39% in Q2 2026, selling an estimated $254 and leaving 517 shares worth $71.6K. The position accounts for 0.02% of the portfolio, ranked #395.

Medallion Wealth Advisors first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $101K in Q1 2025. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Medallion Wealth Advisors held 517 shares of Vanguard S&P Small-Cap 600 ETF worth $71.6K as of Q2 2026.
Medallion Wealth Advisors sold 2 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $254.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #395 holding.
Medallion Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $101K in Q1 2025.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.