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Richards, Merrill & Peterson’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Richards, Merrill & Peterson’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
2025
Q2 		– Sell
-125
Closed -$12.1K – 462
2025
Q1 		$12.1K Buy
+125
New +$13K 0.01% 383

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Richards, Merrill & Peterson's VIOO Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2025, closing a stake of 125 shares — an estimated $12.1K sold.

Richards, Merrill & Peterson first reported a position in VIOO in Q1 2025 and held it in 1 quarter. The position peaked at $12.1K in Q1 2025. 343 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 125 Vanguard S&P Small-Cap 600 ETF shares in Q2 2025, an estimated $12.1K.
  • Richards, Merrill & Peterson first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2025 and held it in 1 quarter.
  • Richards, Merrill & Peterson's Vanguard S&P Small-Cap 600 ETF position peaked at $12.1K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.