Plante Moran Financial Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Plante Moran Financial 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	$31.1K	Hold	226	–	–	﹤0.01%	415
2026 Q1	$26K	Hold	226	–	–	﹤0.01%	403
2025 Q4	$25.1K	Hold	226	–	–	﹤0.01%	412
2025 Q3	$25K	Hold	226	–	–	﹤0.01%	437
2025 Q2	$22.9K	Hold	226	–	–	﹤0.01%	457
2025 Q1	$21.8K	Hold	226	–	–	﹤0.01%	473
2024 Q4	$24K	Hold	226	–	–	﹤0.01%	461
2024 Q3	$24.4K	Hold	226	–	–	﹤0.01%	495
2024 Q2	$22.2K	Sell	226 -58	-20%	-$5.7K	﹤0.01%	462
2024 Q1	$28.8K	Buy	284 +58	+26%	+$5.64K	﹤0.01%	442
2023 Q4	$22.4K	Hold	226	–	–	﹤0.01%	438
2023 Q3	$19.8K	Hold	226	–	–	﹤0.01%	438
2023 Q2	$20.8K	Sell	226 -36	-14%	-$3.15K	﹤0.01%	436
2023 Q1	$23.3K	Buy	262 +36	+16%	+$3.3K	﹤0.01%	418
2022 Q4	$19.6K	Hold	226	–	–	﹤0.01%	467
2022 Q3	$18K	Hold	226	–	–	﹤0.01%	490
2022 Q2	$19K	Hold	226	–	–	﹤0.01%	480
2022 Q1	$22K	Hold	226	–	–	﹤0.01%	484
2021 Q4	$24K	Buy	+226	New	+$23.7K	﹤0.01%	519

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

Plante Moran Financial Advisors's VIOO Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 226 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Plante Moran Financial Advisors first reported a position in VIOO in Q4 2021 and has held it in 19 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Plante Moran Financial Advisors held 226 shares of Vanguard S&P Small-Cap 600 ETF worth $31.1K as of Q2 2026.
Plante Moran Financial 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 Plante Moran Financial Advisors's portfolio in Q2 2026, its #415 holding.
Plante Moran Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and has held it in 19 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.