Moss Adams Wealth Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Moss Adams 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 Q1	$13.5M	Sell	117,816 -6,994	-6%	-$820K	0.99%	15
2025 Q4	$13.8M	Sell	124,810 -301	-0.2%	-$33.5K	1%	16
2025 Q3	$13.8M	Sell	125,111 -756	-0.6%	-$80.6K	1.08%	15
2025 Q2	$12.7M	Buy	125,867 +117,881	+1,476%	+$11.3M	1.16%	14
2025 Q1	$771K	Buy	7,986 +1,688	+27%	+$175K	0.08%	81
2024 Q4	$668K	Hold	6,298	–	–	0.07%	83
2024 Q3	$681K	Hold	6,298	–	–	0.07%	75
2024 Q2	$619K	Sell	6,298 -4,252	-40%	-$418K	0.09%	71
2024 Q1	$1.07M	Sell	10,550 -9,275	-47%	-$902K	0.17%	43
2023 Q4	$1.97M	Buy	19,825 +1,847	+10%	+$165K	0.41%	24
2023 Q3	$1.57M	Sell	17,978 -23,576	-57%	-$2.17M	0.54%	19
2023 Q2	$3.82M	Buy	41,554 +32,452	+357%	+$2.84M	1.25%	11
2023 Q1	$808K	Sell	9,102 -2,570	-22%	-$235K	0.28%	32
2022 Q4	$1.01M	Buy	+11,672	New	+$1.04M	0.51%	34

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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Moss Adams Wealth Advisors's VIOO Position: Q1 2026 in Review

Moss Adams Wealth Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 5.6% in Q1 2026, selling an estimated $820K and leaving 117,816 shares worth $13.5M. The position accounts for 0.99% of the portfolio, ranked #15.

Moss Adams Wealth Advisors first reported a position in VIOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.8M in Q4 2025. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Moss Adams Wealth Advisors held 117,816 shares of Vanguard S&P Small-Cap 600 ETF worth $13.5M as of Q1 2026.
Moss Adams Wealth Advisors sold 6,994 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $820K.
Vanguard S&P Small-Cap 600 ETF made up 0.99% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #15 holding.
Moss Adams Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 14 quarters since.
Moss Adams Wealth Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $13.8M in Q4 2025.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.