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VIOO icon

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

Nestegg 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
Q2 		$1.19M Sell
8,642
-508
-6% -$64.5K 0.84% 16
2026
Q1 		$1.05M Buy
9,150
+4
+0% +$469 0.92% 17
2025
Q4 		$1.01M Buy
9,146
+124
+1% +$13.8K 0.87% 18
2025
Q3 		$997K Buy
9,022
+2,043
+29% +$218K 0.88% 16
2025
Q2 		$706K Buy
6,979
+414
+6% +$39.5K 0.68% 20
2025
Q1 		$634K Buy
6,565
+1,609
+32% +$167K 0.67% 21
2024
Q4 		$542K Buy
+4,956
New +$548K 0.55% 26

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Nestegg Advisors's VIOO Position: Q2 2026 in Review

Nestegg Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 5.6% in Q2 2026, selling an estimated $64.5K and leaving 8,642 shares worth $1.19M. The position accounts for 0.84% of the portfolio, ranked #16.

Nestegg Advisors first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. 66 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Nestegg Advisors held 8,642 shares of Vanguard S&P Small-Cap 600 ETF worth $1.19M as of Q2 2026.
  • Nestegg Advisors sold 508 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $64.5K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.84% of Nestegg Advisors's portfolio in Q2 2026, its #16 holding.
  • Nestegg Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
  • 66 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.