SCS Capital Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

SCS Capital Management’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	$5.48M	Sell	47,731 -90	-0.2%	-$10.6K	0.06%	139
2025 Q4	$5.31M	Hold	47,821	–	–	0.06%	145
2025 Q3	$5.28M	Hold	47,821	–	–	0.06%	149
2025 Q2	$4.84M	Hold	47,821	–	–	0.05%	160
2025 Q1	$4.62M	Buy	47,821 +4,885	+11%	+$508K	0.06%	131
2024 Q4	$4.55M	Hold	42,936	–	–	0.09%	52
2024 Q3	$4.64M	Buy	+42,936	New	+$4.47M	0.09%	50

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

SCS Capital Management's VIOO Position: Q1 2026 in Review

SCS Capital Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.19% in Q1 2026, selling an estimated $10.6K and leaving 47,731 shares worth $5.48M. The position accounts for 0.06% of the portfolio, ranked #139.

SCS Capital Management first reported a position in VIOO in Q3 2024 and has held it in 7 quarters since. 379 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

SCS Capital Management held 47,731 shares of Vanguard S&P Small-Cap 600 ETF worth $5.48M as of Q1 2026.
SCS Capital Management sold 90 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $10.6K.
Vanguard S&P Small-Cap 600 ETF made up 0.06% of SCS Capital Management's portfolio in Q1 2026, its #139 holding.
SCS Capital Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2024 and has held it in 7 quarters since.
379 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.