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True Wealth Design’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

True Wealth Design’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 		$27.6K Sell
201
-217
-52% -$27.5K 0.01% 703
2026
Q1 		$48K Buy
+418
New +$49K 0.01% 414

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

True Wealth Design's VIOO Position: Q2 2026 in Review

True Wealth Design reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 52% in Q2 2026, selling an estimated $27.5K and leaving 201 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #703.

True Wealth Design first reported a position in VIOO in Q1 2026 and has held it in 2 quarters since. The position peaked at $48K in Q1 2026. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • True Wealth Design held 201 shares of Vanguard S&P Small-Cap 600 ETF worth $27.6K as of Q2 2026.
  • True Wealth Design sold 217 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $27.5K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #703 holding.
  • True Wealth Design first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2026 and has held it in 2 quarters since.
  • True Wealth Design's Vanguard S&P Small-Cap 600 ETF position peaked at $48K in Q1 2026.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.