SMC
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Smith, Moore & Co’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Smith, Moore & Co’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 		$427K Sell
3,721
-199
-5% -$23.3K 0.03% 362
2025
Q4 		$435K Sell
3,920
-10
-0.3% -$1.11K 0.03% 341
2025
Q3 		$434K Sell
3,930
-39
-1% -$4.16K 0.03% 337
2025
Q2 		$402K Buy
3,969
+215
+6% +$20.5K 0.03% 337
2025
Q1 		$362K Sell
3,754
-348
-8% -$36.2K 0.03% 335
2024
Q4 		$435K Buy
4,102
+57
+1% +$6.3K 0.04% 306
2024
Q3 		$438K Sell
4,045
-229
-5% -$23.8K 0.04% 298
2024
Q2 		$420K Sell
4,274
-27
-0.6% -$2.65K 0.04% 291
2024
Q1 		$437K Sell
4,301
-487
-10% -$47.3K 0.05% 289
2023
Q4 		$475K Buy
4,788
+261
+6% +$23.3K 0.06% 264
2023
Q3 		$396K Buy
4,527
+229
+5% +$21.1K 0.05% 272
2023
Q2 		$395K Buy
4,298
+273
+7% +$23.9K 0.05% 280
2023
Q1 		$357K Sell
4,025
-11
-0.3% -$1.01K 0.05% 285
2022
Q4 		$350K Buy
4,036
+326
+9% +$28.9K 0.05% 279
2022
Q3 		$300K Sell
3,710
-292
-7% -$26.1K 0.05% 292
2022
Q2 		$340K Sell
4,002
-458
-10% -$41.8K 0.05% 279
2022
Q1 		$442K Buy
4,460
+112
+3% +$11.1K 0.06% 265
2021
Q4 		$457K Buy
4,348
+20
+0.5% +$2.1K 0.06% 253
2021
Q3 		$436K Sell
4,328
-130
-3% -$13.1K 0.07% 247
2021
Q2 		$462K Sell
4,458
-856
-16% -$87.5K 0.07% 245
2021
Q1 		$529K Buy
5,314
+202
+4% +$19.3K 0.09% 225
2020
Q4 		$429K Sell
5,112
-290
-5% -$21.9K 0.08% 218
2020
Q3 		$349K Buy
5,402
+264
+5% +$17.3K 0.07% 233
2020
Q2 		$321K Buy
5,138
+248
+5% +$14.3K 0.07% 229
2020
Q1 		$251K Buy
4,890
+106
+2% +$7.17K 0.07% 243
2019
Q4 		$364K Buy
4,784
+108
+2% +$7.95K 0.08% 227
2019
Q3 		$333K Buy
4,676
+154
+3% +$10.9K 0.07% 230
2019
Q2 		$323K Buy
4,522
+652
+17% +$46.1K 0.07% 245
2019
Q1 		$272K Buy
3,870
+500
+15% +$34.8K 0.06% 257
2018
Q4 		$212K Buy
3,370
+50
+2% +$3.53K 0.06% 285
2018
Q3 		$265K Buy
3,320
+80
+2% +$6.39K 0.06% 272
2018
Q2 		$247K Buy
+3,240
New +$240K 0.06% 277

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smith, Moore & Co's VIOO Position: Q1 2026 in Review

Smith, Moore & Co reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 5.1% in Q1 2026, selling an estimated $23.3K and leaving 3,721 shares worth $427K. The position accounts for 0.03% of the portfolio, ranked #362.

Smith, Moore & Co first reported a position in VIOO in Q2 2018 and has held it in 32 quarters since. The position peaked at $529K in Q1 2021. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Smith, Moore & Co held 3,721 shares of Vanguard S&P Small-Cap 600 ETF worth $427K as of Q1 2026.
  • Smith, Moore & Co sold 199 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $23.3K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.03% of Smith, Moore & Co's portfolio in Q1 2026, its #362 holding.
  • Smith, Moore & Co first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2018 and has held it in 32 quarters since.
  • Smith, Moore & Co's Vanguard S&P Small-Cap 600 ETF position peaked at $529K in Q1 2021.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.