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

Strategic Investment Solutions’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 		$13.8K Hold
100
– – ﹤0.01% 403
2026
Q1 		$11.5K Hold
100
– – ﹤0.01% 412
2025
Q4 		$11.1K Hold
100
– – ﹤0.01% 389
2025
Q3 		$11K Hold
100
– – ﹤0.01% 365
2025
Q2 		$10.1K Hold
100
– – ﹤0.01% 363
2025
Q1 		$9.65K Hold
100
– – ﹤0.01% 371
2024
Q4 		$10.6K Hold
100
– – ﹤0.01% 378
2024
Q3 		$10.8K Buy
100
+49
+96% +$5.1K ﹤0.01% 349
2024
Q2 		$10.3K Buy
+51
New +$5.01K ﹤0.01% 339
2023
Q4 		$9.92K Sell
100
-6,326
-98% -$564K ﹤0.01% 759
2023
Q3 		$592K Buy
6,426
+6,324
+6,200% +$583K 0.01% 376
2023
Q2 		$8.74K Hold
102
– – ﹤0.01% 577
2023
Q1 		$9.06K Buy
+102
New +$9.34K ﹤0.01% 670

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

Strategic Investment Solutions's VIOO Position: Q2 2026 in Review

Strategic Investment Solutions held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 100 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Strategic Investment Solutions first reported a position in VIOO in Q1 2023 and has held it in 13 quarters since. The position peaked at $592K in Q3 2023. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Strategic Investment Solutions held 100 shares of Vanguard S&P Small-Cap 600 ETF worth $13.8K as of Q2 2026.
  • Strategic Investment Solutions left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #403 holding.
  • Strategic Investment Solutions first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2023 and has held it in 13 quarters since.
  • Strategic Investment Solutions's Vanguard S&P Small-Cap 600 ETF position peaked at $592K in Q3 2023.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.