Prostatis Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Prostatis Group’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	–	Sell	-2,277	Closed	-$261K	–	203
2026 Q1	$261K	Sell	2,277 -772	-25%	-$90.5K	0.07%	152
2025 Q4	$338K	Sell	3,049 -27	-0.9%	-$3K	0.08%	125
2025 Q3	$340K	Buy	3,076 +170	+6%	+$18.1K	0.09%	116
2025 Q2	$294K	Buy	+2,906	New	+$278K	0.08%	120
2024 Q3	–	Sell	-8,017	Closed	-$787K	–	154
2024 Q2	$787K	Buy	8,017 +7	+0.1%	+$688	0.28%	74
2024 Q1	$813K	Buy	+8,010	New	+$779K	0.31%	73

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

Prostatis Group's VIOO Position: Q2 2026 in Review

Prostatis Group sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026, closing a stake of 2,277 shares — an estimated $261K sold.

Prostatis Group first reported a position in VIOO in Q1 2024 and held it in 6 quarters. The position peaked at $813K in Q1 2024. 407 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Prostatis Group reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2026 after selling out during the quarter.
Prostatis Group sold 2,277 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $261K.
Prostatis Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2024 and held it in 6 quarters.
Prostatis Group's Vanguard S&P Small-Cap 600 ETF position peaked at $813K in Q1 2024.
407 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.