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

NewEdge Wealth’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 Q1	$1.85M	Buy	16,077 +26	+0.2%	+$3.05K	0.02%	450
2025 Q4	$1.78M	Hold	16,051	–	–	0.02%	482
2025 Q3	$1.77M	Hold	16,051	–	–	0.03%	426
2025 Q2	$1.65M	Hold	16,051	–	–	0.03%	419
2025 Q1	$1.55M	Hold	16,051	–	–	0.03%	402
2024 Q4	$1.7M	Hold	16,051	–	–	0.03%	386
2024 Q3	$1.74M	Hold	16,051	–	–	0.03%	372
2024 Q2	$1.58M	Hold	16,051	–	–	0.03%	355
2024 Q1	$1.56M	Buy	+16,051	New	+$1.56M	0.04%	361

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

NewEdge Wealth's VIOO Position: Q1 2026 in Review

NewEdge Wealth increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.16% in Q1 2026, buying an estimated $3.05K and bringing the position to 16,077 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #450.

NewEdge Wealth first reported a position in VIOO in Q1 2024 and has held it in 9 quarters since. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

NewEdge Wealth held 16,077 shares of Vanguard S&P Small-Cap 600 ETF worth $1.85M as of Q1 2026.
NewEdge Wealth bought 26 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $3.05K.
Vanguard S&P Small-Cap 600 ETF made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #450 holding.
NewEdge Wealth first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2024 and has held it in 9 quarters since.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.