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

Modera Wealth Management’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	$555K	Sell	4,037 -926	-19%	-$118K	0.01%	440
2026 Q1	$570K	Buy	4,963 +957	+24%	+$112K	0.01%	415
2025 Q4	$445K	Sell	4,006 -900	-18%	-$100K	0.01%	478
2025 Q3	$542K	Hold	4,906	–	–	0.01%	444
2025 Q2	$497K	Hold	4,906	–	–	0.01%	451
2025 Q1	$473K	Hold	4,906	–	–	0.01%	446
2024 Q4	$520K	Hold	4,906	–	–	0.01%	431
2024 Q3	$531K	Hold	4,906	–	–	0.01%	401
2024 Q2	$482K	Hold	4,906	–	–	0.01%	397
2024 Q1	$498K	Hold	4,906	–	–	0.01%	391
2023 Q4	$487K	Hold	4,906	–	–	0.01%	380
2023 Q3	$429K	Sell	4,906 -422	-8%	-$38.9K	0.01%	381
2023 Q2	$490K	Sell	5,328 -324	-6%	-$28.4K	0.01%	383
2023 Q1	$502K	Hold	5,652	–	–	0.02%	215
2022 Q4	$490K	Hold	5,652	–	–	0.02%	217
2022 Q3	$456K	Hold	5,652	–	–	0.02%	195
2022 Q2	$481K	Buy	+5,652	New	+$516K	0.02%	196

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Modera Wealth Management's VIOO Position: Q2 2026 in Review

Modera Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 19% in Q2 2026, selling an estimated $118K and leaving 4,037 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #440.

Modera Wealth Management first reported a position in VIOO in Q2 2022 and has held it in 17 quarters since. The position peaked at $570K in Q1 2026. 247 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Modera Wealth Management held 4,037 shares of Vanguard S&P Small-Cap 600 ETF worth $555K as of Q2 2026.
Modera Wealth Management sold 926 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $118K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #440 holding.
Modera Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2022 and has held it in 17 quarters since.
Modera Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $570K in Q1 2026.
247 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.