Ritter Daniher Financial Advisory’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Ritter Daniher Financial 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	$1.54M	Sell	11,227 -99	-0.9%	-$12.6K	0.24%	51
2026 Q1	$1.3M	Sell	11,326 -56	-0.5%	-$6.57K	0.22%	54
2025 Q4	$1.26M	Buy	11,382 +456	+4%	+$50.7K	0.21%	57
2025 Q3	$1.21M	Hold	10,926	–	–	0.21%	55
2025 Q2	$1.11M	Buy	10,926 +2,710	+33%	+$259K	0.27%	33
2025 Q1	$793K	Hold	8,216	–	–	0.22%	40
2024 Q4	$871K	Hold	8,216	–	–	0.25%	37
2024 Q3	$889K	Sell	8,216 -100	-1%	-$10.4K	0.26%	37
2024 Q2	$817K	Buy	8,316 +110	+1%	+$10.8K	0.26%	37
2024 Q1	$833K	Hold	8,206	–	–	0.28%	34
2023 Q4	$814K	Hold	8,206	–	–	0.3%	32
2023 Q3	$717K	Hold	8,206	–	–	0.3%	32
2023 Q2	$754K	Sell	8,206 -760	-8%	-$66.5K	0.31%	30
2023 Q1	$796K	Hold	8,966	–	–	0.35%	29
2022 Q4	$777K	Buy	8,966 +2,056	+30%	+$182K	0.37%	29
2022 Q3	$558K	Buy	6,910 +156	+2%	+$14K	0.4%	33
2022 Q2	$574K	Hold	6,754	–	–	0.41%	26
2022 Q1	$669K	Hold	6,754	–	–	0.46%	27
2021 Q4	$710K	Hold	6,754	–	–	0.47%	26
2021 Q3	$681K	Hold	6,754	–	–	0.5%	24
2021 Q2	$701K	Hold	6,754	–	–	0.52%	22
2021 Q1	$672K	Hold	6,754	–	–	0.54%	21
2020 Q4	$567K	Buy	+6,754	New	+$511K	0.49%	21

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

Ritter Daniher Financial Advisory's VIOO Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.87% in Q2 2026, selling an estimated $12.6K and leaving 11,227 shares worth $1.54M. The position accounts for 0.24% of the portfolio, ranked #51.

Ritter Daniher Financial Advisory first reported a position in VIOO in Q4 2020 and has held it in 23 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Ritter Daniher Financial Advisory held 11,227 shares of Vanguard S&P Small-Cap 600 ETF worth $1.54M as of Q2 2026.
Ritter Daniher Financial Advisory sold 99 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $12.6K.
Vanguard S&P Small-Cap 600 ETF made up 0.24% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #51 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2020 and has held it in 23 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.