Taylor & Morgan Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Taylor & Morgan Wealth Management’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	$613K	Sell	4,458 -150	-3%	-$19K	0.3%	43
2026 Q1	$529K	Sell	4,608 -87	-2%	-$10.2K	0.3%	49
2025 Q4	$521K	Hold	4,695	–	–	0.29%	51
2025 Q3	$519K	Sell	4,695 -1,000	-18%	-$107K	0.32%	42
2025 Q2	$577K	Hold	5,695	–	–	0.39%	39
2025 Q1	$550K	Hold	5,695	–	–	0.41%	40
2024 Q4	$604K	Hold	5,695	–	–	0.42%	37
2024 Q3	$616K	Sell	5,695 -300	-5%	-$31.2K	0.41%	36
2024 Q2	$589K	Hold	5,995	–	–	0.42%	34
2024 Q1	$608K	Sell	5,995 -206	-3%	-$20K	0.45%	33
2023 Q4	$615K	Buy	6,201 +561	+10%	+$50K	0.49%	31
2023 Q3	$493K	Hold	5,640	–	–	0.44%	38
2023 Q2	$518K	Hold	5,640	–	–	0.43%	37
2023 Q1	$501K	Hold	5,640	–	–	0.44%	40
2022 Q4	$489K	Sell	5,640 -1,580	-22%	-$140K	0.46%	42
2022 Q3	$583K	Buy	+7,220	New	+$646K	0.58%	37

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Taylor & Morgan Wealth Management's VIOO Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 3.3% in Q2 2026, selling an estimated $19K and leaving 4,458 shares worth $613K. The position accounts for 0.3% of the portfolio, ranked #43.

Taylor & Morgan Wealth Management first reported a position in VIOO in Q3 2022 and has held it in 16 quarters since. The position peaked at $616K in Q3 2024. 169 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Taylor & Morgan Wealth Management held 4,458 shares of Vanguard S&P Small-Cap 600 ETF worth $613K as of Q2 2026.
Taylor & Morgan Wealth Management sold 150 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $19K.
Vanguard S&P Small-Cap 600 ETF made up 0.3% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #43 holding.
Taylor & Morgan Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2022 and has held it in 16 quarters since.
Taylor & Morgan Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $616K in Q3 2024.
169 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.