Novak & Powell Financial Services’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Novak & Powell Financial Services’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	$395K	Buy	+1,302	New	+$165K	0.19%	110

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

Novak & Powell Financial Services's VIOO Position: Q2 2026 in Review

Novak & Powell Financial Services opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026: 1,302 shares worth $395K. The stake represents 0.19% of the portfolio and ranks #110 among its holdings.

406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Novak & Powell Financial Services held 1,302 shares of Vanguard S&P Small-Cap 600 ETF worth $395K as of Q2 2026.
Vanguard S&P Small-Cap 600 ETF was a new Novak & Powell Financial Services position in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.19% of Novak & Powell Financial Services's portfolio in Q2 2026, its #110 holding.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.