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

Sebold 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
2025
Q2 		$4.29M Sell
42,403
-3,986
-9% -$381K 2.64% 10
2025
Q1 		$4.48M Buy
46,389
+1,779
+4% +$185K 2.94% 8
2024
Q4 		$4.73M Sell
44,610
-1,722
-4% -$190K 3.17% 8
2024
Q3 		$5.01M Sell
46,332
-6,729
-13% -$701K 3.3% 8
2024
Q2 		$5.21M Sell
53,061
-8,167
-13% -$803K 3.6% 8
2024
Q1 		$6.21M Buy
61,228
+889
+1% +$86.4K 4.19% 6
2023
Q4 		$5.99M Sell
60,339
-16,535
-22% -$1.47M 4.42% 5
2023
Q3 		$6.72M Buy
76,874
+8,296
+12% +$764K 5.49% 3
2023
Q2 		$6.3M Buy
68,578
+778
+1% +$68.1K 5.03% 4
2023
Q1 		$6.02M Buy
67,800
+5,552
+9% +$508K 4.75% 4
2022
Q4 		$5.39M Buy
+62,248
New +$5.52M 4.43% 5

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sebold Capital Management's VIOO Position: Q2 2025 in Review

Sebold Capital Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 8.6% in Q2 2025, selling an estimated $381K and leaving 42,403 shares worth $4.29M. The position accounts for 2.64% of the portfolio, ranked #10.

Sebold Capital Management first reported a position in VIOO in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.72M in Q3 2023. 343 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

  • Sebold Capital Management held 42,403 shares of Vanguard S&P Small-Cap 600 ETF worth $4.29M as of Q2 2025.
  • Sebold Capital Management sold 3,986 Vanguard S&P Small-Cap 600 ETF shares in Q2 2025, an estimated $381K.
  • Vanguard S&P Small-Cap 600 ETF made up 2.64% of Sebold Capital Management's portfolio in Q2 2025, its #10 holding.
  • Sebold Capital Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 11 quarters since.
  • Sebold Capital Management's Vanguard S&P Small-Cap 600 ETF position peaked at $6.72M in Q3 2023.
  • 343 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

Based on Sebold Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.