Savvy Advisors Inc’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Savvy Advisors Inc’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	-5,318	Closed	-$513K	–	675
2025 Q1	$513K	Sell	5,318 -6,225	-54%	-$647K	0.05%	284
2024 Q4	$1.22M	Sell	11,543 -1,236	-10%	-$137K	0.15%	118
2024 Q3	$1.38M	Buy	+12,779	New	+$1.33M	0.28%	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 $1.37T 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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Savvy Advisors Inc's VIOO Position: Q2 2025 in Review

Savvy Advisors Inc sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2025, closing a stake of 5,318 shares — an estimated $513K sold.

Savvy Advisors Inc first reported a position in VIOO in Q3 2024 and held it in 3 quarters. The position peaked at $1.38M in Q3 2024. 342 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

Savvy Advisors Inc reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2025 after selling out during the quarter.
Savvy Advisors Inc sold 5,318 Vanguard S&P Small-Cap 600 ETF shares in Q2 2025, an estimated $513K.
Savvy Advisors Inc first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2024 and held it in 3 quarters.
Savvy Advisors Inc's Vanguard S&P Small-Cap 600 ETF position peaked at $1.38M in Q3 2024.
342 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

Based on Savvy Advisors Inc's 13F filing for Q2 2025, filed 4 Aug 2025.