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

Midwest Capital 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 		– Sell
-150
Closed -$16.6K – 210
2025
Q4 		$16.6K Hold
150
– – 0.01% 136
2025
Q3 		$16.6K Hold
150
– – 0.01% 135
2025
Q2 		$15.2K Sell
150
-2,150
-93% -$205K 0.01% 141
2025
Q1 		$222K Hold
2,300
– – 0.14% 51
2024
Q4 		$244K Buy
+2,300
New +$254K 0.18% 47

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Midwest Capital Advisors's VIOO Position: Q1 2026 in Review

Midwest Capital Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2026, closing a stake of 150 shares — an estimated $16.6K sold.

Midwest Capital Advisors first reported a position in VIOO in Q4 2024 and held it in 5 quarters. The position peaked at $244K in Q4 2024. 381 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Midwest Capital Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2026 after selling out during the quarter.
  • Midwest Capital Advisors sold 150 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $16.6K.
  • Midwest Capital Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and held it in 5 quarters.
  • Midwest Capital Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $244K in Q4 2024.
  • 381 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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