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

Perryman Financial Advisory’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	$10.3M	Buy	74,800 +1,012	+1%	+$128K	1.37%	19
2026 Q1	$8.47M	Buy	73,788 +603	+0.8%	+$70.7K	1.27%	26
2025 Q4	$8.12M	Buy	+73,185	New	+$8.14M	1.19%	25

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

Perryman Financial Advisory's VIOO Position: Q2 2026 in Review

Perryman Financial Advisory increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1.4% in Q2 2026, buying an estimated $128K and bringing the position to 74,800 shares worth $10.3M. The position accounts for 1.37% of the portfolio, ranked #19.

Perryman Financial Advisory first reported a position in VIOO in Q4 2025 and has held it in 3 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Perryman Financial Advisory held 74,800 shares of Vanguard S&P Small-Cap 600 ETF worth $10.3M as of Q2 2026.
Perryman Financial Advisory bought 1,012 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $128K.
Vanguard S&P Small-Cap 600 ETF made up 1.37% of Perryman Financial Advisory's portfolio in Q2 2026, its #19 holding.
Perryman Financial Advisory first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2025 and has held it in 3 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.