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

Stifel Financial’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	$8.34M	Buy	72,612 +16,004	+28%	+$1.88M	0.01%	1048
2025 Q4	$6.28M	Buy	56,608 +21,420	+61%	+$2.38M	0.01%	1202
2025 Q3	$3.89M	Sell	35,188 -26,726	-43%	-$2.85M	﹤0.01%	1435
2025 Q2	$6.27M	Buy	61,914 +5,571	+10%	+$532K	0.01%	1127
2025 Q1	$5.44M	Buy	56,343 +1,522	+3%	+$158K	0.01%	1143
2024 Q4	$5.81M	Buy	54,821 +12,018	+28%	+$1.33M	0.01%	1130
2024 Q3	$4.63M	Sell	42,803 -509	-1%	-$53K	﹤0.01%	1250
2024 Q2	$4.25M	Buy	43,312 +2,840	+7%	+$279K	﹤0.01%	1238
2024 Q1	$4.11M	Buy	40,472 +5,204	+15%	+$506K	﹤0.01%	1256
2023 Q4	$3.5M	Buy	35,268 +2,321	+7%	+$207K	﹤0.01%	1309
2023 Q3	$2.88M	Buy	32,947 +6,563	+25%	+$605K	﹤0.01%	1351
2023 Q2	$2.42M	Buy	26,384 +5,245	+25%	+$459K	﹤0.01%	1488
2023 Q1	$1.88M	Buy	21,139 +7,419	+54%	+$679K	﹤0.01%	1605
2022 Q4	$1.19M	Buy	13,720 +4,670	+52%	+$414K	﹤0.01%	1868
2022 Q3	$730K	Sell	9,050 -146	-2%	-$13.1K	﹤0.01%	2182
2022 Q2	$782K	Buy	9,196 +2,106	+30%	+$192K	﹤0.01%	2176
2022 Q1	$702K	Sell	7,090 -538	-7%	-$53.2K	﹤0.01%	2363
2021 Q4	$801K	Buy	7,628 +1,866	+32%	+$196K	﹤0.01%	2285
2021 Q3	$581K	Buy	5,762 +100	+2%	+$10.1K	﹤0.01%	2491
2021 Q2	$587K	Buy	5,662 +1,154	+26%	+$118K	﹤0.01%	2490
2021 Q1	$448K	Buy	4,508 +366	+9%	+$35K	﹤0.01%	2555
2020 Q4	$347K	Buy	4,142 +100	+2%	+$7.56K	﹤0.01%	2528
2020 Q3	$261K	Sell	4,042 -30	-0.7%	-$1.97K	﹤0.01%	2482
2020 Q2	$255K	Hold	4,072	–	–	﹤0.01%	2461
2020 Q1	$209K	Sell	4,072 -52,690	-93%	-$3.56M	﹤0.01%	2415
2019 Q4	$4.32M	Buy	56,762 +198	+0.4%	+$14.6K	0.01%	948
2019 Q3	$4.04M	Buy	56,564 +434	+0.8%	+$30.7K	0.01%	926
2019 Q2	$4.01M	Sell	56,130 -32	-0.1%	-$2.26K	0.01%	951
2019 Q1	$3.94M	Buy	56,162 +39,844	+244%	+$2.78M	0.01%	917
2018 Q4	$1.03M	Sell	16,318 -47,498	-74%	-$3.35M	﹤0.01%	1506
2018 Q3	$5.09M	Buy	63,816 +354	+0.6%	+$28.3K	0.01%	837
2018 Q2	$4.84M	Buy	63,462 +13,164	+26%	+$975K	0.01%	829
2018 Q1	$3.52M	Buy	50,298 +5,820	+13%	+$411K	0.01%	926
2017 Q4	$3.1M	Buy	44,478 +5,438	+14%	+$374K	0.01%	963
2017 Q3	$2.65M	Buy	+39,040	New	+$2.49M	0.01%	1000
2017 Q2	–	Sell	-83,260	Closed	-$5.26M	–	2625
2017 Q1	$5.26M	Buy	83,260 +3,608	+5%	+$225K	0.02%	679
2016 Q4	$4.95M	Buy	+79,652	New	+$4.67M	0.02%	665

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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial's VIOO Position: Q1 2026 in Review

Stifel Financial increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 28% in Q1 2026, buying an estimated $1.88M and bringing the position to 72,612 shares worth $8.34M. The position accounts for 0.01% of the portfolio, ranked #1048.

Stifel Financial first reported a position in VIOO in Q4 2016 and has held it in 37 quarters since. 379 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Stifel Financial held 72,612 shares of Vanguard S&P Small-Cap 600 ETF worth $8.34M as of Q1 2026.
Stifel Financial bought 16,004 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $1.88M.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1048 holding.
Stifel Financial first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2016 and has held it in 37 quarters since.
379 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.