Sunbelt Securities’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Sunbelt Securities’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
2025 Q3	–	Sell	-233	Closed	-$24.7K	–	2861
2025 Q2	$24.7K	Buy	+233	New	+$22.3K	﹤0.01%	1116
2025 Q1	–	Sell	-233	Closed	-$24.6K	–	1904
2024 Q4	$24.6K	Buy	233 +1	+0.4%	+$111	﹤0.01%	1116
2024 Q3	$25.1K	Hold	232	–	–	﹤0.01%	1111
2024 Q2	$22.8K	Hold	232	–	–	﹤0.01%	1097
2024 Q1	$23.6K	Buy	232 +208	+867%	+$20.2K	﹤0.01%	1055
2023 Q4	$2.42K	Hold	24	–	–	﹤0.01%	1441
2023 Q3	$2.1K	Hold	24	–	–	﹤0.01%	1477
2023 Q2	$2.21K	Buy	+24	New	+$2.1K	﹤0.01%	1434

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Sunbelt Securities's VIOO Position: Q3 2025 in Review

Sunbelt Securities sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2025, closing a stake of 233 shares — an estimated $24.7K sold.

Sunbelt Securities first reported a position in VIOO in Q2 2023 and held it in 8 quarters. The position peaked at $25.1K in Q3 2024. 339 funds tracked by Wall St. Rank hold VIOO as of Q3 2025.

Sunbelt Securities reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 233 Vanguard S&P Small-Cap 600 ETF shares in Q3 2025, an estimated $24.7K.
Sunbelt Securities first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2023 and held it in 8 quarters.
Sunbelt Securities's Vanguard S&P Small-Cap 600 ETF position peaked at $25.1K in Q3 2024.
339 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.