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

Tribridge Partners Financial’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 		$456K Buy
3,929
+11
+0.3% +$1.29K 0.19% 38
2025
Q4 		$435K Sell
3,918
-163
-4% -$18.1K 0.18% 37
2025
Q3 		$454K Sell
4,081
-1,634
-29% -$174K 0.21% 33
2025
Q2 		$579K Buy
+5,715
New +$546K 0.34% 25

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

Tribridge Partners Financial's VIOO Position: Q1 2026 in Review

Tribridge Partners Financial increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.28% in Q1 2026, buying an estimated $1.29K and bringing the position to 3,929 shares worth $456K. The position accounts for 0.19% of the portfolio, ranked #38.

Tribridge Partners Financial first reported a position in VIOO in Q2 2025 and has held it in 4 quarters since. The position peaked at $579K in Q2 2025. 379 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Tribridge Partners Financial held 3,929 shares of Vanguard S&P Small-Cap 600 ETF worth $456K as of Q1 2026.
  • Tribridge Partners Financial bought 11 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $1.29K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.19% of Tribridge Partners Financial's portfolio in Q1 2026, its #38 holding.
  • Tribridge Partners Financial first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2025 and has held it in 4 quarters since.
  • Tribridge Partners Financial's Vanguard S&P Small-Cap 600 ETF position peaked at $579K in Q2 2025.
  • 379 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Tribridge Partners Financial's 13F filing for Q1 2026, filed 15 Apr 2026.