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

PACK Private 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
Q2 		$536K Hold
3,894
– – 0.22% 28
2026
Q1 		$447K Hold
3,894
– – 0.21% 29
2025
Q4 		$432K Hold
3,894
– – 0.2% 30
2025
Q3 		$430K Hold
3,894
– – 0.2% 29
2025
Q2 		$394K Sell
3,894
-407
-9% -$38.9K 0.21% 27
2025
Q1 		$415K Hold
4,301
– – 0.25% 25
2024
Q4 		$456K Hold
4,301
– – 0.27% 25
2024
Q3 		$465K Buy
4,301
+14
+0.3% +$1.46K 0.26% 24
2024
Q2 		$421K Buy
4,287
+59
+1% +$5.8K 0.26% 25
2024
Q1 		$429K Sell
4,228
-1,901
-31% -$185K 0.27% 24
2023
Q4 		$608K Buy
6,129
+2,356
+62% +$210K 0.41% 18
2023
Q3 		$325K Buy
3,773
+32
+0.9% +$2.95K 0.24% 26
2023
Q2 		$344K Buy
3,741
+15
+0.4% +$1.31K 0.26% 27
2023
Q1 		$331K Hold
3,726
– – 0.26% 24
2022
Q4 		$323K Buy
3,726
+598
+19% +$53.1K 0.28% 26
2022
Q3 		$253K Hold
3,128
– – 0.24% 31
2022
Q2 		$266K Hold
3,128
– – 0.24% 30
2022
Q1 		$310K Hold
3,128
– – 0.26% 29
2021
Q4 		$329K Buy
+3,128
New +$329K 0.26% 30

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PACK Private Wealth's VIOO Position: Q2 2026 in Review

PACK Private Wealth held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 3,894 shares worth $536K. The position accounts for 0.22% of the portfolio, ranked #28.

PACK Private Wealth first reported a position in VIOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $608K in Q4 2023. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • PACK Private Wealth held 3,894 shares of Vanguard S&P Small-Cap 600 ETF worth $536K as of Q2 2026.
  • PACK Private Wealth left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up 0.22% of PACK Private Wealth's portfolio in Q2 2026, its #28 holding.
  • PACK Private Wealth first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and has held it in 19 quarters since.
  • PACK Private Wealth's Vanguard S&P Small-Cap 600 ETF position peaked at $608K in Q4 2023.
  • 408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on PACK Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.