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

Soltis Investment 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
2026
Q1 		$728K Buy
6,338
+114
+2% +$13.4K 0.05% 268
2025
Q4 		$691K Buy
6,224
+49
+0.8% +$5.45K 0.05% 264
2025
Q3 		$682K Sell
6,175
-55
-0.9% -$5.87K 0.05% 257
2025
Q2 		$631K Sell
6,230
-231
-4% -$22.1K 0.05% 222
2025
Q1 		$624K Buy
6,461
+610
+10% +$63.4K 0.06% 213
2024
Q4 		$620K Sell
5,851
-88
-1% -$9.73K 0.06% 215
2024
Q3 		$642K Sell
5,939
-16,670
-74% -$1.74M 0.06% 201
2024
Q2 		$2.22M Buy
22,609
+2,520
+13% +$248K 0.24% 109
2024
Q1 		$2.04M Buy
20,089
+4,560
+29% +$443K 0.23% 117
2023
Q4 		$1.54M Buy
15,529
+1,657
+12% +$148K 0.17% 127
2023
Q3 		$1.21M Hold
13,872
– – 0.16% 124
2023
Q2 		$1.27M Buy
13,872
+9,270
+201% +$812K 0.15% 126
2023
Q1 		$409K Buy
+4,602
New +$421K 0.05% 180

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

Soltis Investment Advisors's VIOO Position: Q1 2026 in Review

Soltis Investment Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1.8% in Q1 2026, buying an estimated $13.4K and bringing the position to 6,338 shares worth $728K. The position accounts for 0.05% of the portfolio, ranked #268.

Soltis Investment Advisors first reported a position in VIOO in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.22M in Q2 2024. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Soltis Investment Advisors held 6,338 shares of Vanguard S&P Small-Cap 600 ETF worth $728K as of Q1 2026.
  • Soltis Investment Advisors bought 114 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $13.4K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.05% of Soltis Investment Advisors's portfolio in Q1 2026, its #268 holding.
  • Soltis Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2023 and has held it in 13 quarters since.
  • Soltis Investment Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $2.22M in Q2 2024.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.