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

Stonebridge Financial Planning 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	$547K	Hold	3,974	–	–	0.17%	125
2026 Q1	$456K	Hold	3,974	–	–	0.17%	125
2025 Q4	$441K	Hold	3,974	–	–	0.16%	127
2025 Q3	$439K	Hold	3,974	–	–	0.16%	127
2025 Q2	$402K	Hold	3,974	–	–	0.17%	122
2025 Q1	$384K	Hold	3,974	–	–	0.18%	122
2024 Q4	$421K	Buy	+3,974	New	+$440K	0.19%	120

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

Stonebridge Financial Planning Group's VIOO Position: Q2 2026 in Review

Stonebridge Financial Planning Group held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 3,974 shares worth $547K. The position accounts for 0.17% of the portfolio, ranked #125.

Stonebridge Financial Planning Group first reported a position in VIOO in Q4 2024 and has held it in 7 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Stonebridge Financial Planning Group held 3,974 shares of Vanguard S&P Small-Cap 600 ETF worth $547K as of Q2 2026.
Stonebridge Financial Planning Group left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.17% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #125 holding.
Stonebridge Financial Planning Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 7 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.