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

Simon Quick 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
2025 Q2	–	Sell	-4,030	Closed	-$389K	–	639
2025 Q1	$389K	Hold	4,030	–	–	0.02%	360
2024 Q4	$427K	Hold	4,030	–	–	0.03%	275
2024 Q3	$436K	Hold	4,030	–	–	0.03%	258
2024 Q2	$396K	Hold	4,030	–	–	0.03%	250
2024 Q1	$409K	Hold	4,030	–	–	0.03%	239
2023 Q4	$400K	Hold	4,030	–	–	0.04%	198
2023 Q3	$352K	Hold	4,030	–	–	0.03%	211
2023 Q2	$370K	Hold	4,030	–	–	0.03%	184
2023 Q1	$358K	Hold	4,030	–	–	0.04%	185
2022 Q4	$349K	Hold	4,030	–	–	0.04%	157
2022 Q3	$325K	Hold	4,030	–	–	0.05%	145
2022 Q2	$377K	Buy	+4,030	New	+$368K	0.05%	130

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

Simon Quick Advisors's VIOO Position: Q2 2025 in Review

Simon Quick Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2025, closing a stake of 4,030 shares — an estimated $389K sold.

Simon Quick Advisors first reported a position in VIOO in Q2 2022 and held it in 12 quarters. The position peaked at $436K in Q3 2024. 342 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

Simon Quick Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 4,030 Vanguard S&P Small-Cap 600 ETF shares in Q2 2025, an estimated $389K.
Simon Quick Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2022 and held it in 12 quarters.
Simon Quick Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $436K in Q3 2024.
342 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

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