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

Salomon & Ludwin’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 Q1	$17.6K	Sell	152 -8	-5%	-$938	﹤0.01%	1178
2025 Q4	$18.2K	Hold	160	–	–	﹤0.01%	986
2025 Q3	$17.9K	Sell	160 -8	-5%	-$853	﹤0.01%	893
2025 Q2	$17.5K	Hold	168	–	–	﹤0.01%	405
2025 Q1	$16.2K	Sell	168 -764	-82%	-$79.4K	﹤0.01%	391
2024 Q4	$98.8K	Sell	932 -1,375	-60%	-$152K	0.01%	177
2024 Q3	$250K	Hold	2,307	–	–	0.03%	138
2024 Q2	$227K	Sell	2,307 -1,600	-41%	-$157K	0.03%	145
2024 Q1	$397K	Buy	3,907 +3,031	+346%	+$295K	0.03%	136
2023 Q4	$76.6K	Hold	876	–	–	0.01%	255
2023 Q3	$76.6K	Buy	+876	New	+$80.7K	0.01%	255

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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Salomon & Ludwin's VIOO Position: Q1 2026 in Review

Salomon & Ludwin reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 5% in Q1 2026, selling an estimated $938 and leaving 152 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Salomon & Ludwin first reported a position in VIOO in Q3 2023 and has held it in 11 quarters since. The position peaked at $397K in Q1 2024. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Salomon & Ludwin held 152 shares of Vanguard S&P Small-Cap 600 ETF worth $17.6K as of Q1 2026.
Salomon & Ludwin sold 8 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $938.
Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1178 holding.
Salomon & Ludwin first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2023 and has held it in 11 quarters since.
Salomon & Ludwin's Vanguard S&P Small-Cap 600 ETF position peaked at $397K in Q1 2024.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.