SC
VIOO icon

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

Sierra Capital’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 		$3.34M Hold
24,313
– – 0.32% 66
2026
Q1 		$2.79M Sell
24,313
-3,391
-12% -$398K 0.3% 69
2025
Q4 		$3.07M Buy
27,704
+68
+0.2% +$7.56K 0.33% 67
2025
Q3 		$3.05M Buy
27,636
+825
+3% +$88K 0.33% 69
2025
Q2 		$2.71M Buy
26,811
+2,363
+10% +$226K 0.31% 76
2025
Q1 		$2.36M Buy
24,448
+1,501
+7% +$156K 0.28% 77
2024
Q4 		$2.43M Buy
22,947
+32
+0.1% +$3.54K 0.29% 78
2024
Q3 		$2.48M Sell
22,915
-11,510
-33% -$1.2M 0.3% 81
2024
Q2 		$3.38M Sell
34,425
-6,480
-16% -$637K 0.45% 57
2024
Q1 		$4.15M Buy
40,905
+15
+0% +$1.46K 0.54% 52
2023
Q4 		$4.06M Buy
40,890
+3,777
+10% +$337K 0.6% 52
2023
Q3 		$3.24M Buy
37,113
+1
+0% +$92 0.52% 56
2023
Q2 		$3.41M Buy
37,112
+6,295
+20% +$551K 0.54% 51
2023
Q1 		$2.74M Buy
30,817
+15,283
+98% +$1.4M 0.44% 56
2022
Q4 		$1.35M Sell
15,534
-236
-1% -$20.9K 0.23% 83
2022
Q3 		$1.27M Sell
15,770
-420
-3% -$37.6K 0.24% 78
2022
Q2 		$1.38M Buy
16,190
+6,474
+67% +$591K 0.25% 80
2022
Q1 		$962K Buy
9,716
+344
+4% +$34K 0.15% 110
2021
Q4 		$985K Buy
9,372
+9,180
+4,781% +$964K 0.15% 108
2021
Q3 		$20K Buy
+192
New +$19.4K ﹤0.01% 348

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Sierra Capital's VIOO Position: Q2 2026 in Review

Sierra Capital held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 24,313 shares worth $3.34M. The position accounts for 0.32% of the portfolio, ranked #66.

Sierra Capital first reported a position in VIOO in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.15M in Q1 2024. 407 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Sierra Capital held 24,313 shares of Vanguard S&P Small-Cap 600 ETF worth $3.34M as of Q2 2026.
  • Sierra Capital left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up 0.32% of Sierra Capital's portfolio in Q2 2026, its #66 holding.
  • Sierra Capital first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2021 and has held it in 20 quarters since.
  • Sierra Capital's Vanguard S&P Small-Cap 600 ETF position peaked at $4.15M in Q1 2024.
  • 407 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.