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

Presper Financial Architects’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	$1.89M	Hold	13,730	–	–	0.99%	12
2026 Q1	$1.58M	Hold	13,730	–	–	0.94%	12
2025 Q4	$1.52M	Buy	13,730 +1	+0%	+$111	0.86%	13
2025 Q3	$1.52M	Hold	13,729	–	–	0.88%	12
2025 Q2	$1.39M	Buy	+13,729	New	+$1.31M	1.03%	12

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

Presper Financial Architects's VIOO Position: Q2 2026 in Review

Presper Financial Architects held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 13,730 shares worth $1.89M. The position accounts for 0.99% of the portfolio, ranked #12.

Presper Financial Architects first reported a position in VIOO in Q2 2025 and has held it in 5 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Presper Financial Architects held 13,730 shares of Vanguard S&P Small-Cap 600 ETF worth $1.89M as of Q2 2026.
Presper Financial Architects left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.99% of Presper Financial Architects's portfolio in Q2 2026, its #12 holding.
Presper Financial Architects first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2025 and has held it in 5 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Presper Financial Architects's 13F filing for Q2 2026, filed 11 Aug 2026.