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&Partners’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

&Partners’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 		$1.83M Buy
13,369
+120
+0.9% +$15.2K 0.01% 1077
2026
Q1 		$1.52M Sell
13,249
-244
-2% -$28.6K 0.01% 1059
2025
Q4 		$1.49M Buy
13,493
+1,588
+13% +$177K 0.01% 1008
2025
Q3 		$1.32M Buy
11,905
+354
+3% +$37.8K 0.01% 965
2025
Q2 		$1.2M Buy
11,551
+132
+1% +$12.6K 0.01% 891
2025
Q1 		$1.1M Buy
11,419
+120
+1% +$12.5K 0.01% 788
2024
Q4 		$1.21M Buy
+11,299
New +$1.25M 0.01% 689

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

&Partners's VIOO Position: Q2 2026 in Review

&Partners increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.91% in Q2 2026, buying an estimated $15.2K and bringing the position to 13,369 shares worth $1.83M. The position accounts for 0.01% of the portfolio, ranked #1077.

&Partners first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. 407 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • &Partners held 13,369 shares of Vanguard S&P Small-Cap 600 ETF worth $1.83M as of Q2 2026.
  • &Partners bought 120 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $15.2K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1077 holding.
  • &Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
  • 407 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.