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 Q2	$529K	Sell	3,922 -7	-0.2%	-$888	0.21%	37
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Tribridge Partners Financial's VIOO Position: Q2 2026 in Review

Tribridge Partners Financial reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.18% in Q2 2026, selling an estimated $888 and leaving 3,922 shares worth $529K. The position accounts for 0.21% of the portfolio, ranked #37.

Tribridge Partners Financial first reported a position in VIOO in Q2 2025 and has held it in 5 quarters since. The position peaked at $579K in Q2 2025. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Tribridge Partners Financial held 3,922 shares of Vanguard S&P Small-Cap 600 ETF worth $529K as of Q2 2026.
Tribridge Partners Financial sold 7 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $888.
Vanguard S&P Small-Cap 600 ETF made up 0.21% of Tribridge Partners Financial's portfolio in Q2 2026, its #37 holding.
Tribridge Partners Financial first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2025 and has held it in 5 quarters since.
Tribridge Partners Financial's Vanguard S&P Small-Cap 600 ETF position peaked at $579K in Q2 2025.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.