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

Nations Financial 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
Q2 		– Sell
-2,377
Closed -$229K – 700
2025
Q1 		$229K Buy
+2,377
New +$247K 0.02% 582
2024
Q1 		– Sell
-3,540
Closed -$351K – 654
2023
Q4 		$351K Buy
+3,540
New +$316K 0.03% 480

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

Nations Financial Group's VIOO Position: Q2 2025 in Review

Nations Financial Group sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2025, closing a stake of 2,377 shares — an estimated $229K sold.

Nations Financial Group first reported a position in VIOO in Q4 2023 and held it in 2 quarters. The position peaked at $351K in Q4 2023. 342 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

  • Nations Financial Group reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2025 after selling out during the quarter.
  • Nations Financial Group sold 2,377 Vanguard S&P Small-Cap 600 ETF shares in Q2 2025, an estimated $229K.
  • Nations Financial Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2023 and held it in 2 quarters.
  • Nations Financial Group's Vanguard S&P Small-Cap 600 ETF position peaked at $351K in Q4 2023.
  • 342 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

Based on Nations Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.