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

Peak Planning 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	$445K	Hold	3,236	–	–	0.1%	83
2026 Q1	$372K	Hold	3,236	–	–	0.1%	86
2025 Q4	$359K	Hold	3,236	–	–	0.1%	91
2025 Q3	$357K	Hold	3,236	–	–	0.19%	62
2025 Q2	$328K	Hold	3,236	–	–	0.21%	61
2025 Q1	$312K	Hold	3,236	–	–	0.13%	94
2024 Q4	$343K	Sell	3,236 -140	-4%	-$15.5K	0.14%	87
2024 Q3	$365K	Hold	3,376	–	–	0.16%	81
2024 Q2	$332K	Buy	+3,376	New	+$332K	0.16%	82

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

Peak Planning Group's VIOO Position: Q2 2026 in Review

Peak Planning Group held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 3,236 shares worth $445K. The position accounts for 0.1% of the portfolio, ranked #83.

Peak Planning Group first reported a position in VIOO in Q2 2024 and has held it in 9 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Peak Planning Group held 3,236 shares of Vanguard S&P Small-Cap 600 ETF worth $445K as of Q2 2026.
Peak Planning Group left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.1% of Peak Planning Group's portfolio in Q2 2026, its #83 holding.
Peak Planning Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2024 and has held it in 9 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.