Nalls Sherbakoff Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$251K	Hold	2,261	–	–	0.18%	87
2025 Q3	$250K	Hold	2,261	–	–	0.17%	87
2025 Q2	$229K	Hold	2,261	–	–	0.17%	89
2025 Q1	$218K	Buy	+2,261	New	+$235K	0.18%	85
2023 Q4	$229K	Hold	2,308	–	–	0.2%	69
2023 Q3	$202K	Hold	2,308	–	–	0.2%	71
2023 Q2	$196K	Hold	2,308	–	–	0.19%	74
2023 Q1	$201K	Buy	+2,308	New	+$211K	0.2%	75

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Nalls Sherbakoff Group's VIOO Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q4 2025 at 2,261 shares worth $251K. The position accounts for 0.18% of the portfolio, ranked #87.

Nalls Sherbakoff Group first reported a position in VIOO in Q1 2023 and has held it in 8 quarters since. 366 funds tracked by Wall St. Rank hold VIOO as of Q4 2025.

Nalls Sherbakoff Group held 2,261 shares of Vanguard S&P Small-Cap 600 ETF worth $251K as of Q4 2025.
Nalls Sherbakoff Group left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q4 2025.
Vanguard S&P Small-Cap 600 ETF made up 0.18% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #87 holding.
Nalls Sherbakoff Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2023 and has held it in 8 quarters since.
366 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.