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

Sax Wealth Advisors’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	$273K	Buy	+2,375	New	+$301K	0.01%	465
2022 Q2	–	Sell	-2,180	Closed	-$216K	–	180
2022 Q1	$216K	Hold	2,180	–	–	0.05%	163
2021 Q4	$229K	Hold	2,180	–	–	0.05%	164
2021 Q3	$220K	Hold	2,180	–	–	0.05%	158
2021 Q2	$226K	Hold	2,180	–	–	0.08%	145
2021 Q1	$217K	Buy	+2,180	New	+$209K	0.08%	139

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

FCC

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Sax Wealth Advisors's VIOO Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2026: 2,375 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #465 among its holdings. This is a return to the name: Sax Wealth Advisors previously reported a position in VIOO as recently as Q1 2022.

Sax Wealth Advisors first reported a position in VIOO in Q1 2021 and has held it in 6 quarters since. 66 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Sax Wealth Advisors held 2,375 shares of Vanguard S&P Small-Cap 600 ETF worth $273K as of Q2 2026.
Vanguard S&P Small-Cap 600 ETF was a new Sax Wealth Advisors position in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #465 holding.
Sax Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2021 and has held it in 6 quarters since.
66 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.