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Stratos Wealth Partners’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Stratos Wealth Partners’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 		$423K Sell
3,684
-28
-0.8% -$3.28K ﹤0.01% 1136
2025
Q4 		$412K Sell
3,712
-271
-7% -$30.1K ﹤0.01% 1126
2025
Q3 		$440K Buy
3,983
+41
+1% +$4.37K 0.01% 1077
2025
Q2 		$399K Buy
3,942
+482
+14% +$46K 0.01% 1019
2025
Q1 		$334K Sell
3,460
-218
-6% -$22.7K 0.01% 1041
2024
Q4 		$390K Buy
3,678
+4
+0.1% +$442 0.01% 1032
2024
Q3 		$397K Buy
3,674
+568
+18% +$59.1K 0.01% 1021
2024
Q2 		$305K Sell
3,106
-768
-20% -$75.5K ﹤0.01% 1083
2024
Q1 		$393K Sell
3,874
-312
-7% -$30.3K 0.01% 990
2023
Q4 		$415K Sell
4,186
-270
-6% -$24.1K 0.01% 941
2023
Q3 		$389K Sell
4,456
-42
-0.9% -$3.87K 0.01% 914
2023
Q2 		$413K Buy
4,498
+1
+0% +$88 0.01% 839
2023
Q1 		$399K Buy
4,497
+383
+9% +$35.1K 0.01% 766
2022
Q4 		$356K Buy
4,114
+210
+5% +$18.6K 0.01% 835
2022
Q3 		$315K Buy
3,904
+304
+8% +$27.2K 0.01% 842
2022
Q2 		$306K Buy
3,600
+814
+29% +$74.4K 0.01% 923
2022
Q1 		$276K Buy
2,786
+272
+11% +$26.9K 0.01% 1018
2021
Q4 		$264K Buy
2,514
+84
+3% +$8.82K 0.01% 1049
2021
Q3 		$245K Buy
2,430
+300
+14% +$30.3K 0.01% 1021
2021
Q2 		$221K Buy
+2,130
New +$218K 0.01% 1086
2018
Q4 		– Sell
-1,756
Closed -$140K – 2447
2018
Q3 		$140K Buy
+1,756
New +$140K 0.01% 986
2018
Q2 		– Sell
-5,058
Closed -$354K – 2529
2018
Q1 		$354K Buy
5,058
+1,040
+26% +$73.4K 0.01% 665
2017
Q4 		$280K Buy
4,018
+400
+11% +$27.5K 0.01% 731
2017
Q3 		$245K Buy
+3,618
New +$231K 0.01% 771

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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's VIOO Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.75% in Q1 2026, selling an estimated $3.28K and leaving 3,684 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Stratos Wealth Partners first reported a position in VIOO in Q3 2017 and has held it in 24 quarters since. The position peaked at $440K in Q3 2025. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Stratos Wealth Partners held 3,684 shares of Vanguard S&P Small-Cap 600 ETF worth $423K as of Q1 2026.
  • Stratos Wealth Partners sold 28 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $3.28K.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1136 holding.
  • Stratos Wealth Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2017 and has held it in 24 quarters since.
  • Stratos Wealth Partners's Vanguard S&P Small-Cap 600 ETF position peaked at $440K in Q3 2025.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.