Spirepoint Private Client’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Spirepoint Private Client’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	$773K	Buy	5,619 +646	+13%	+$82K	0.06%	155
2026 Q1	$571K	Buy	4,973 +1,809	+57%	+$212K	0.05%	172
2025 Q4	$351K	Buy	+3,164	New	+$352K	0.03%	213

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Spirepoint Private Client's VIOO Position: Q2 2026 in Review

Spirepoint Private Client increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 13% in Q2 2026, buying an estimated $82K and bringing the position to 5,619 shares worth $773K. The position accounts for 0.06% of the portfolio, ranked #155.

Spirepoint Private Client first reported a position in VIOO in Q4 2025 and has held it in 3 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Spirepoint Private Client held 5,619 shares of Vanguard S&P Small-Cap 600 ETF worth $773K as of Q2 2026.
Spirepoint Private Client bought 646 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $82K.
Vanguard S&P Small-Cap 600 ETF made up 0.06% of Spirepoint Private Client's portfolio in Q2 2026, its #155 holding.
Spirepoint Private Client first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2025 and has held it in 3 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.