Opulen Financial Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Opulen Financial Group’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	$339K	Sell	2,464 -38	-2%	-$4.82K	0.21%	85
2026 Q1	$287K	Hold	2,502	–	–	0.2%	87
2025 Q4	$278K	Buy	2,502 +83	+3%	+$9.23K	0.2%	87
2025 Q3	$267K	Buy	2,419 +70	+3%	+$7.47K	0.2%	86
2025 Q2	$238K	Buy	2,349 +69	+3%	+$6.59K	0.2%	83
2025 Q1	$220K	Buy	2,280 +18	+0.8%	+$1.87K	0.2%	84
2024 Q4	$240K	Buy	+2,262	New	+$250K	0.22%	79

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

Opulen Financial Group's VIOO Position: Q2 2026 in Review

Opulen Financial Group reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1.5% in Q2 2026, selling an estimated $4.82K and leaving 2,464 shares worth $339K. The position accounts for 0.21% of the portfolio, ranked #85.

Opulen Financial Group first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Opulen Financial Group held 2,464 shares of Vanguard S&P Small-Cap 600 ETF worth $339K as of Q2 2026.
Opulen Financial Group sold 38 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $4.82K.
Vanguard S&P Small-Cap 600 ETF made up 0.21% of Opulen Financial Group's portfolio in Q2 2026, its #85 holding.
Opulen Financial Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.