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

Physician Wealth Advisors’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 		$1.1K Hold
8
– – ﹤0.01% 1795
2026
Q1 		$919 Hold
8
– – ﹤0.01% 1736
2025
Q4 		$888 Hold
8
– – ﹤0.01% 1676
2025
Q3 		$884 Hold
8
– – ﹤0.01% 1649
2025
Q2 		$810 Hold
8
– – ﹤0.01% 1551
2025
Q1 		$773 Hold
8
– – ﹤0.01% 1246
2024
Q4 		$849 Buy
+8
New +$885 ﹤0.01% 980

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
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

Physician Wealth Advisors's VIOO Position: Q2 2026 in Review

Physician Wealth Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 8 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

Physician Wealth Advisors first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Physician Wealth Advisors held 8 shares of Vanguard S&P Small-Cap 600 ETF worth $1.1K as of Q2 2026.
  • Physician Wealth Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1795 holding.
  • Physician Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
  • 71 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.