MDA
VIOO icon

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

Minot DeBlois 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 		$14.9K Sell
130
-50
-28% -$5.86K 0.01% 132
2025
Q4 		$20K Hold
180
– – 0.02% 106
2025
Q3 		$19.9K Hold
180
– – 0.02% 132
2025
Q2 		$18.2K Sell
180
-208
-54% -$19.9K 0.02% 138
2025
Q1 		$37.4K Hold
388
– – 0.04% 116
2024
Q4 		$41.1K Buy
+388
New +$42.9K 0.04% 131

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Minot DeBlois Advisors's VIOO Position: Q1 2026 in Review

Minot DeBlois Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 28% in Q1 2026, selling an estimated $5.86K and leaving 130 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #132.

Minot DeBlois Advisors first reported a position in VIOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.1K in Q4 2024. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Minot DeBlois Advisors held 130 shares of Vanguard S&P Small-Cap 600 ETF worth $14.9K as of Q1 2026.
  • Minot DeBlois Advisors sold 50 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $5.86K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of Minot DeBlois Advisors's portfolio in Q1 2026, its #132 holding.
  • Minot DeBlois Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 6 quarters since.
  • Minot DeBlois Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $41.1K in Q4 2024.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Minot DeBlois Advisors's 13F filing for Q1 2026, filed 8 May 2026.