Triumph Capital Management
VIOO icon

Triumph Capital Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Triumph Capital 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
Q3 		$28.2K Buy
223
+209
+1,493% +$28.1K ﹤0.01% 866
2026
Q2 		$1.93K Hold
14
– – ﹤0.01% 1573
2026
Q1 		$1.61K Hold
14
– – ﹤0.01% 1566
2025
Q4 		$1.55K Buy
+14
New +$1.56K ﹤0.01% 1506

Other funds holding VIOO

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Triumph Capital Management's VIOO Position: Q3 2026 in Review

Triumph Capital Management increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1,493% in Q3 2026, buying an estimated $28.1K and bringing the position to 223 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Triumph Capital Management first reported a position in VIOO in Q4 2025 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

  • Triumph Capital Management held 223 shares of Vanguard S&P Small-Cap 600 ETF worth $28.2K as of Q3 2026.
  • Triumph Capital Management bought 209 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $28.1K.
  • Vanguard S&P Small-Cap 600 ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #866 holding.
  • Triumph Capital Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2025 and has held it in 4 quarters since.
  • 346 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.