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

Principia Wealth 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	$57.1K	Sell	415 -347	-46%	-$44K	0.03%	131
2026 Q1	$87.5K	Sell	762 -1,502	-66%	-$176K	0.05%	118
2025 Q4	$251K	Sell	2,264 -87	-4%	-$9.68K	0.16%	68
2025 Q3	$260K	Sell	2,351 -1,307	-36%	-$139K	0.18%	64
2025 Q2	$370K	Sell	3,658 -468	-11%	-$44.7K	0.31%	38
2025 Q1	$376K	Buy	4,126 +125	+3%	+$13K	0.36%	29
2024 Q4	$424K	Buy	+4,001	New	+$443K	0.4%	26

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

Principia Wealth Advisory's VIOO Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 46% in Q2 2026, selling an estimated $44K and leaving 415 shares worth $57.1K. The position accounts for 0.03% of the portfolio, ranked #131.

Principia Wealth Advisory first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $424K in Q4 2024. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Principia Wealth Advisory held 415 shares of Vanguard S&P Small-Cap 600 ETF worth $57.1K as of Q2 2026.
Principia Wealth Advisory sold 347 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $44K.
Vanguard S&P Small-Cap 600 ETF made up 0.03% of Principia Wealth Advisory's portfolio in Q2 2026, its #131 holding.
Principia Wealth Advisory first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Vanguard S&P Small-Cap 600 ETF position peaked at $424K in Q4 2024.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.