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

NewEdge 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	$1.33M	Buy	9,670 +166	+2%	+$21.1K	﹤0.01%	1476
2026 Q1	$1.09M	Buy	9,504 +2,349	+33%	+$275K	﹤0.01%	1452
2025 Q4	$794K	Sell	7,155 -726	-9%	-$80.7K	﹤0.01%	1630
2025 Q3	$871K	Sell	7,881 -1,046	-12%	-$112K	﹤0.01%	1472
2025 Q2	$904K	Sell	8,927 -2,492	-22%	-$238K	﹤0.01%	1352
2025 Q1	$1.1M	Sell	11,419 -140,356	-92%	-$14.6M	0.01%	1129
2024 Q4	$16.1M	Sell	151,775 -5,099	-3%	-$564K	0.1%	205
2024 Q3	$17M	Buy	156,874 +156,826	+326,721%	+$16.3M	0.11%	193
2024 Q2	$4.71K	Hold	48	–	–	﹤0.01%	3114
2024 Q1	$4.87K	Hold	48	–	–	﹤0.01%	3147
2023 Q4	$4.76K	Hold	48	–	–	﹤0.01%	3134
2023 Q3	$4.2K	Hold	48	–	–	﹤0.01%	2862
2023 Q2	$4.41K	Hold	48	–	–	﹤0.01%	2864
2023 Q1	$4.26K	Sell	48 -1,526	-97%	-$140K	﹤0.01%	2833
2022 Q4	$132K	Buy	+1,574	New	+$140K	﹤0.01%	1333

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

NewEdge Advisors's VIOO Position: Q2 2026 in Review

NewEdge Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1.7% in Q2 2026, buying an estimated $21.1K and bringing the position to 9,670 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

NewEdge Advisors first reported a position in VIOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $17M in Q3 2024. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

NewEdge Advisors held 9,670 shares of Vanguard S&P Small-Cap 600 ETF worth $1.33M as of Q2 2026.
NewEdge Advisors bought 166 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $21.1K.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1476 holding.
NewEdge Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $17M in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.