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Steward Partners Investment Advisory’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Steward Partners Investment Advisory’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 		$2.33M Buy
16,957
+281
+2% +$35.7K 0.01% 852
2026
Q1 		$1.91M Buy
16,676
+1,243
+8% +$146K 0.01% 871
2025
Q4 		$1.71M Buy
15,433
+447
+3% +$49.7K 0.01% 851
2025
Q3 		$1.66M Buy
14,986
+406
+3% +$43.3K 0.01% 844
2025
Q2 		$1.48M Buy
14,580
+522
+4% +$49.9K 0.01% 824
2025
Q1 		$1.36M Buy
14,058
+1,600
+13% +$166K 0.01% 797
2024
Q4 		$1.32M Buy
12,458
+1,313
+12% +$145K 0.01% 777
2024
Q3 		$1.21M Buy
11,145
+175
+2% +$18.2K 0.01% 791
2024
Q2 		$1.08M Buy
10,970
+61
+0.6% +$6K 0.01% 786
2024
Q1 		$1.11M Sell
10,909
-575
-5% -$55.9K 0.01% 753
2023
Q4 		$1.14M Buy
11,484
+402
+4% +$35.8K 0.02% 682
2023
Q3 		$969K Buy
11,082
+549
+5% +$50.6K 0.01% 684
2023
Q2 		$968K Buy
10,533
+185
+2% +$16.2K 0.01% 699
2023
Q1 		$919K Buy
10,348
+326
+3% +$29.9K 0.01% 726
2022
Q4 		$868K Buy
10,022
+1,734
+21% +$154K 0.01% 712
2022
Q3 		$669K Sell
8,288
-1,020
-11% -$91.3K 0.01% 759
2022
Q2 		$791K Buy
9,308
+2,436
+35% +$223K 0.01% 714
2022
Q1 		$680K Buy
6,872
+376
+6% +$37.2K 0.01% 815
2021
Q4 		$683K Sell
6,496
-2
-0% -$210 0.01% 834
2021
Q3 		$655K Sell
6,498
-172
-3% -$17.4K 0.01% 822
2021
Q2 		$692K Sell
6,670
-8
-0.1% -$818 0.01% 813
2021
Q1 		$664K Sell
6,678
-132
-2% -$12.6K 0.01% 780
2020
Q4 		$571K Buy
6,810
+494
+8% +$37.3K 0.01% 717
2020
Q3 		$408K Buy
6,316
+4,588
+266% +$301K 0.01% 721
2020
Q2 		$108K Sell
1,728
-92
-5% -$5.3K ﹤0.01% 1125
2020
Q1 		$93K Sell
1,820
-40
-2% -$2.71K ﹤0.01% 1019
2019
Q4 		$141K Buy
1,860
+164
+10% +$12.1K ﹤0.01% 995
2019
Q3 		$120K Sell
1,696
-126
-7% -$8.91K ﹤0.01% 1021
2019
Q2 		$130K Buy
+1,822
New +$129K ﹤0.01% 952
2018
Q4 		– Sell
-1,832
Closed -$146K – 2105
2018
Q3 		$146K Sell
1,832
-10
-0.5% -$799 0.01% 806
2018
Q2 		$140K Buy
1,842
+614
+50% +$45.5K 0.01% 745
2018
Q1 		$86K Hold
1,228
– – 0.01% 819
2017
Q4 		$85K Hold
1,228
– – 0.01% 676
2017
Q3 		$83K Sell
1,228
-14
-1% -$894 0.01% 579
2017
Q2 		$79K Buy
1,242
+144
+13% +$9.06K 0.01% 536
2017
Q1 		$68K Buy
+1,098
New +$68.6K 0.01% 492

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Steward Partners Investment Advisory's VIOO Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1.7% in Q2 2026, buying an estimated $35.7K and bringing the position to 16,957 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #852.

Steward Partners Investment Advisory first reported a position in VIOO in Q1 2017 and has held it in 36 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Steward Partners Investment Advisory held 16,957 shares of Vanguard S&P Small-Cap 600 ETF worth $2.33M as of Q2 2026.
  • Steward Partners Investment Advisory bought 281 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $35.7K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #852 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2017 and has held it in 36 quarters since.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.