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

Summit Financial Strategies’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 		$498K Sell
3,618
-165
-4% -$20.9K 0.03% 100
2026
Q1 		$434K Sell
3,783
-150
-4% -$17.6K 0.03% 103
2025
Q4 		$436K Sell
3,933
-185
-4% -$20.6K 0.04% 103
2025
Q3 		$455K Sell
4,118
-8
-0.2% -$853 0.04% 96
2025
Q2 		$418K Buy
4,126
+292
+8% +$27.9K 0.04% 97
2025
Q1 		$370K Buy
3,834
+66
+2% +$6.86K 0.04% 101
2024
Q4 		$400K Hold
3,768
– – 0.04% 95
2024
Q3 		$408K Sell
3,768
-5
-0.1% -$521 0.05% 93
2024
Q2 		$371K Hold
3,773
– – 0.05% 99
2024
Q1 		$383K Buy
3,773
+16
+0.4% +$1.55K 0.05% 94
2023
Q4 		$373K Sell
3,757
-18
-0.5% -$1.6K 0.06% 94
2023
Q3 		$330K Sell
3,775
-1
-0% -$92 0.06% 91
2023
Q2 		$347K Buy
3,776
+40
+1% +$3.5K 0.06% 89
2023
Q1 		$332K Hold
3,736
– – 0.07% 88
2022
Q4 		$324K Sell
3,736
-44
-1% -$3.9K 0.07% 87
2022
Q3 		$305K Buy
3,780
+240
+7% +$21.5K 0.07% 90
2022
Q2 		$301K Sell
3,540
-3,390
-49% -$310K 0.07% 86
2022
Q1 		$686K Buy
6,930
+1,996
+40% +$197K 0.14% 49
2021
Q4 		$518K Buy
4,934
+110
+2% +$11.6K 0.1% 63
2021
Q3 		$486K Sell
4,824
-516
-10% -$52.2K 0.09% 65
2021
Q2 		$554K Buy
+5,340
New +$546K 0.11% 57
2021
Q1 		– Sell
-4,784
Closed -$401K – 77
2020
Q4 		$401K Sell
4,784
-92
-2% -$6.96K 0.14% 50
2020
Q3 		$315K Buy
4,876
+82
+2% +$5.39K 0.13% 57
2020
Q2 		$300K Buy
+4,794
New +$276K 0.13% 56

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Financial Strategies's VIOO Position: Q2 2026 in Review

Summit Financial Strategies reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 4.4% in Q2 2026, selling an estimated $20.9K and leaving 3,618 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #100.

Summit Financial Strategies first reported a position in VIOO in Q2 2020 and has held it in 24 quarters since. The position peaked at $686K in Q1 2022. 247 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Summit Financial Strategies held 3,618 shares of Vanguard S&P Small-Cap 600 ETF worth $498K as of Q2 2026.
  • Summit Financial Strategies sold 165 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $20.9K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.03% of Summit Financial Strategies's portfolio in Q2 2026, its #100 holding.
  • Summit Financial Strategies first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2020 and has held it in 24 quarters since.
  • Summit Financial Strategies's Vanguard S&P Small-Cap 600 ETF position peaked at $686K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.