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

Napa 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
2025
Q2 		– Sell
-2,107
Closed -$203K – 189
2025
Q1 		$203K Sell
2,107
-140
-6% -$14.6K 0.11% 154
2024
Q4 		$238K Sell
2,247
-152
-6% -$16.8K 0.1% 157
2024
Q3 		$259K Hold
2,399
– – 0.12% 144
2024
Q2 		$236K Hold
2,399
– – 0.16% 95
2024
Q1 		$243K Hold
2,399
– – 0.13% 60
2023
Q4 		$238K Buy
+2,399
New +$214K 0.13% 100

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Napa Wealth Management's VIOO Position: Q2 2025 in Review

Napa Wealth Management sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2025, closing a stake of 2,107 shares — an estimated $203K sold.

Napa Wealth Management first reported a position in VIOO in Q4 2023 and held it in 6 quarters. The position peaked at $259K in Q3 2024. 343 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

  • Napa Wealth Management reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 2,107 Vanguard S&P Small-Cap 600 ETF shares in Q2 2025, an estimated $203K.
  • Napa Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2023 and held it in 6 quarters.
  • Napa Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $259K in Q3 2024.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.