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Summit Wealth Group, LLC/OK’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Summit Wealth Group, LLC/OK’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
Q3 		– Sell
-1,731
Closed -$238K – 60
2026
Q2 		$238K Sell
1,731
-52
-3% -$6.6K 0.31% 59
2026
Q1 		$205K Buy
+1,783
New +$209K 0.29% 58

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Summit Wealth Group, LLC/OK's VIOO Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2026, closing a stake of 1,731 shares — an estimated $238K sold.

Summit Wealth Group, LLC/OK first reported a position in VIOO in Q1 2026 and held it in 2 quarters. The position peaked at $238K in Q2 2026. 240 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

  • Summit Wealth Group, LLC/OK reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2026 after selling out during the quarter.
  • Summit Wealth Group, LLC/OK sold 1,731 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $238K.
  • Summit Wealth Group, LLC/OK first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2026 and held it in 2 quarters.
  • Summit Wealth Group, LLC/OK's Vanguard S&P Small-Cap 600 ETF position peaked at $238K in Q2 2026.
  • 240 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.