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

Rebalance’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 		$3.36M Sell
24,464
-1,379
-5% -$175K 0.18% 39
2026
Q1 		$2.97M Sell
25,843
-738
-3% -$86.5K 0.17% 39
2025
Q4 		$2.95M Buy
26,581
+467
+2% +$51.9K 0.17% 39
2025
Q3 		$2.88M Sell
26,114
-173
-0.7% -$18.5K 0.17% 39
2025
Q2 		$2.66M Buy
26,287
+8,560
+48% +$817K 0.18% 41
2025
Q1 		$1.71M Buy
17,727
+510
+3% +$53K 0.13% 41
2024
Q4 		$1.83M Sell
17,217
-999
-5% -$111K 0.14% 40
2024
Q3 		$1.97M Buy
18,216
+446
+3% +$46.4K 0.14% 40
2024
Q2 		$1.75M Buy
17,770
+316
+2% +$31.1K 0.14% 42
2024
Q1 		$1.77M Sell
17,454
-64
-0.4% -$6.22K 0.15% 43
2023
Q4 		$1.74M Buy
17,518
+2,964
+20% +$264K 0.15% 43
2023
Q3 		$1.27M Buy
14,554
+711
+5% +$65.5K 0.12% 43
2023
Q2 		$1.27M Buy
13,843
+5,745
+71% +$503K 0.12% 45
2023
Q1 		$719K Sell
8,098
-694
-8% -$63.6K 0.07% 52
2022
Q4 		$762K Buy
+8,792
New +$780K 0.08% 53

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Rebalance's VIOO Position: Q2 2026 in Review

Rebalance reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 5.3% in Q2 2026, selling an estimated $175K and leaving 24,464 shares worth $3.36M. The position accounts for 0.18% of the portfolio, ranked #39.

Rebalance first reported a position in VIOO in Q4 2022 and has held it in 15 quarters since. 407 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Rebalance held 24,464 shares of Vanguard S&P Small-Cap 600 ETF worth $3.36M as of Q2 2026.
  • Rebalance sold 1,379 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $175K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.18% of Rebalance's portfolio in Q2 2026, its #39 holding.
  • Rebalance first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 15 quarters since.
  • 407 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.