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 Q2	$6.88K	Sell	50 -80	-62%	-$10.2K	0.01%	156
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 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

Minot DeBlois Advisors's VIOO Position: Q2 2026 in Review

Minot DeBlois Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 62% in Q2 2026, selling an estimated $10.2K and leaving 50 shares worth $6.88K. The position accounts for 0.01% of the portfolio, ranked #156.

Minot DeBlois Advisors first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.1K in Q4 2024. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Minot DeBlois Advisors held 50 shares of Vanguard S&P Small-Cap 600 ETF worth $6.88K as of Q2 2026.
Minot DeBlois Advisors sold 80 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $10.2K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Minot DeBlois Advisors's portfolio in Q2 2026, its #156 holding.
Minot DeBlois Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
Minot DeBlois Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $41.1K in Q4 2024.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.