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

Sunpointe’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
Q1 		– Sell
-2,667
Closed -$283K – 200
2024
Q4 		$283K Sell
2,667
-1,815
-40% -$201K 0.14% 132
2024
Q3 		$485K Buy
4,482
+699
+18% +$72.8K 0.4% 62
2024
Q2 		$372K Buy
3,783
+85
+2% +$8.35K 0.24% 87
2024
Q1 		$375K Hold
3,698
– – 0.42% 73
2023
Q4 		$367K Buy
+3,698
New +$330K 0.47% 66

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sunpointe's VIOO Position: Q1 2025 in Review

Sunpointe sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2025, closing a stake of 2,667 shares — an estimated $283K sold.

Sunpointe first reported a position in VIOO in Q4 2023 and held it in 5 quarters. The position peaked at $485K in Q3 2024. 330 funds tracked by Wall St. Rank hold VIOO as of Q1 2025.

  • Sunpointe reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2025 after selling out during the quarter.
  • Sunpointe sold 2,667 Vanguard S&P Small-Cap 600 ETF shares in Q1 2025, an estimated $283K.
  • Sunpointe first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2023 and held it in 5 quarters.
  • Sunpointe's Vanguard S&P Small-Cap 600 ETF position peaked at $485K in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2025.

Based on Sunpointe's 13F filing for Q1 2025, filed 7 May 2025.