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

Orgel Wealth Management’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 		$153M Buy
1,115,920
+29,152
+3% +$3.7M 2.91% 13
2026
Q1 		$125M Buy
1,086,768
+51,438
+5% +$6.03M 2.69% 15
2025
Q4 		$115M Buy
1,035,330
+22,459
+2% +$2.5M 2.53% 16
2025
Q3 		$112M Sell
1,012,871
-298,329
-23% -$31.8M 2.55% 15
2025
Q2 		$133M Buy
1,311,200
+123,720
+10% +$11.8M 3.2% 12
2025
Q1 		$115M Sell
1,187,480
-442,454
-27% -$46M 2.98% 14
2024
Q4 		$173M Buy
1,629,934
+17,413
+1% +$1.93M 4.51% 9
2024
Q3 		$174M Sell
1,612,521
-281,255
-15% -$29.3M 4.37% 9
2024
Q2 		$186M Buy
1,893,776
+27,325
+1% +$2.69M 5.02% 7
2024
Q1 		$189M Sell
1,866,451
-48,031
-3% -$4.67M 5.2% 6
2023
Q4 		$190M Buy
1,914,482
+35,402
+2% +$3.16M 5.62% 5
2023
Q3 		$164M Buy
1,879,080
+511,600
+37% +$47.1M 5.55% 6
2023
Q2 		$126M Sell
1,367,480
-1,400,125
-51% -$123M 4.15% 8
2023
Q1 		$246M Buy
2,767,605
+88,463
+3% +$8.1M 8.79% 5
2022
Q4 		$232M Buy
2,679,142
+113,560
+4% +$10.1M 8.93% 5
2022
Q3 		$207M Buy
2,565,582
+2,488,188
+3,215% +$223M 10.22% 5
2022
Q2 		$6.58M Sell
77,394
-2,085,606
-96% -$191M 0.37% 22
2022
Q1 		$214M Buy
2,163,000
+1,152,934
+114% +$114M 14.7% 3
2021
Q4 		$106M Buy
1,010,066
+936,766
+1,278% +$98.4M 10.25% 4
2021
Q3 		$7.39M Buy
73,300
+4,788
+7% +$484K 0.84% 18
2021
Q2 		$7.11M Buy
68,512
+3,538
+5% +$362K 0.89% 17
2021
Q1 		$6.46M Buy
64,974
+14,472
+29% +$1.38M 0.91% 16
2020
Q4 		$4.24M Buy
50,502
+7,932
+19% +$600K 0.87% 16
2020
Q3 		$2.75M Buy
42,570
+1,020
+2% +$67K 0.77% 16
2020
Q2 		$2.6M Sell
41,550
-91,296
-69% -$5.26M 0.98% 17
2020
Q1 		$6.81M Buy
132,846
+67,764
+104% +$4.58M 2.7% 9
2019
Q4 		$4.95M Buy
65,082
+22,012
+51% +$1.62M 1.36% 15
2019
Q3 		$3.07M Buy
43,070
+1,594
+4% +$113K 1.15% 14
2019
Q2 		$2.96M Buy
41,476
+2,704
+7% +$191K 1.16% 12
2019
Q1 		$2.72M Buy
38,772
+2,954
+8% +$206K 0.92% 12
2018
Q4 		$2.25M Buy
35,818
+16,806
+88% +$1.19M 0.68% 14
2018
Q3 		$1.52M Buy
19,012
+1,570
+9% +$125K 0.66% 12
2018
Q2 		$1.33M Buy
17,442
+2,060
+13% +$153K 0.33% 12
2018
Q1 		$1.08M Buy
15,382
+4,488
+41% +$317K 0.27% 15
2017
Q4 		$759K Buy
+10,894
New +$750K 0.18% 18

Other funds holding VIOO

ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Orgel Wealth Management's VIOO Position: Q2 2026 in Review

Orgel Wealth Management increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 2.7% in Q2 2026, buying an estimated $3.7M and bringing the position to 1,115,920 shares worth $153M. The position accounts for 2.91% of the portfolio, ranked #13.

Orgel Wealth Management first reported a position in VIOO in Q4 2017 and has held it in 35 quarters since. The position peaked at $246M in Q1 2023. 66 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Orgel Wealth Management held 1,115,920 shares of Vanguard S&P Small-Cap 600 ETF worth $153M as of Q2 2026.
  • Orgel Wealth Management bought 29,152 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $3.7M.
  • Vanguard S&P Small-Cap 600 ETF made up 2.91% of Orgel Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Orgel Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2017 and has held it in 35 quarters since.
  • Orgel Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $246M in Q1 2023.
  • 66 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.