Snider Financial Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Snider Financial Group’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	$736K	Sell	5,352 -262	-5%	-$33.3K	0.19%	59
2026 Q1	$645K	Sell	5,614 -280	-5%	-$32.8K	0.19%	60
2025 Q4	$654K	Sell	5,894 -557	-9%	-$62K	0.17%	65
2025 Q3	$713K	Hold	6,451	–	–	0.19%	65
2025 Q2	$653K	Buy	6,451 +106	+2%	+$10.1K	0.19%	65
2025 Q1	$612K	Buy	6,345 +180	+3%	+$18.7K	0.2%	66
2024 Q4	$654K	Buy	+6,165	New	+$682K	0.2%	65

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

PFA

Perryman Financial Advisory Dallas, Texas $751M AUM

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Snider Financial Group's VIOO Position: Q2 2026 in Review

Snider Financial Group reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 4.7% in Q2 2026, selling an estimated $33.3K and leaving 5,352 shares worth $736K. The position accounts for 0.19% of the portfolio, ranked #59.

Snider Financial Group first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. 136 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Snider Financial Group held 5,352 shares of Vanguard S&P Small-Cap 600 ETF worth $736K as of Q2 2026.
Snider Financial Group sold 262 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $33.3K.
Vanguard S&P Small-Cap 600 ETF made up 0.19% of Snider Financial Group's portfolio in Q2 2026, its #59 holding.
Snider Financial Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
136 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.