UBS Group
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UBS Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

UBS Group’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 		$41M Sell
356,739
-64
-0% -$7.5K 0.01% 1847
2025
Q4 		$39.6M Sell
356,803
-8,252
-2% -$918K 0.01% 1875
2025
Q3 		$40.3M Buy
365,055
+4,436
+1% +$473K 0.01% 1844
2025
Q2 		$36.5M Buy
360,619
+96,901
+37% +$9.25M 0.01% 1800
2025
Q1 		$25.5M Buy
263,718
+17,950
+7% +$1.87M ﹤0.01% 2117
2024
Q4 		$26.1M Buy
245,768
+27,215
+12% +$3.01M ﹤0.01% 2046
2024
Q3 		$23.6M Buy
218,553
+9,349
+4% +$973K 0.01% 1689
2024
Q2 		$20.5M Buy
209,204
+5,312
+3% +$522K 0.01% 1651
2024
Q1 		$20.7M Sell
203,892
-62,435
-23% -$6.07M 0.01% 1657
2023
Q4 		$26.4M Buy
266,327
+71,938
+37% +$6.41M 0.01% 1398
2023
Q3 		$17M Buy
194,389
+1,831
+1% +$169K 0.01% 1602
2023
Q2 		$17.7M Buy
192,558
+27,181
+16% +$2.38M 0.01% 1536
2023
Q1 		$14.7M Buy
165,377
+4,291
+3% +$393K 0.01% 1623
2022
Q4 		$14M Buy
161,086
+17,518
+12% +$1.55M 0.01% 1671
2022
Q3 		$11.6M Buy
143,568
+2,960
+2% +$265K 0.01% 1668
2022
Q2 		$12M Sell
140,608
-46,962
-25% -$4.29M ﹤0.01% 1681
2022
Q1 		$18.6M Buy
187,570
+14,856
+9% +$1.47M 0.01% 1480
2021
Q4 		$18.1M Buy
172,714
+19,020
+12% +$2M 0.01% 1653
2021
Q3 		$15.5M Sell
153,694
-18,606
-11% -$1.88M ﹤0.01% 1700
2021
Q2 		$17.9M Buy
172,300
+7,882
+5% +$806K 0.01% 1580
2021
Q1 		$16.4M Buy
164,418
+8,782
+6% +$840K 0.01% 1575
2020
Q4 		$13.1M Buy
155,636
+40,448
+35% +$3.06M ﹤0.01% 1646
2020
Q3 		$7.44M Sell
115,188
-19,576
-15% -$1.29M ﹤0.01% 1860
2020
Q2 		$8.43M Sell
134,764
-75,196
-36% -$4.34M ﹤0.01% 1649
2020
Q1 		$10.8M Buy
209,960
+3,272
+2% +$221K 0.01% 1353
2019
Q4 		$15.7M Buy
206,688
+10,090
+5% +$742K 0.01% 1550
2019
Q3 		$14M Sell
196,598
-14,330
-7% -$1.01M 0.01% 1498
2019
Q2 		$15.1M Buy
210,928
+22,756
+12% +$1.61M 0.01% 1420
2019
Q1 		$13.2M Sell
188,172
-42,658
-18% -$2.97M 0.01% 1453
2018
Q4 		$14.5M Buy
230,830
+20,632
+10% +$1.46M 0.01% 1305
2018
Q3 		$16.8M Buy
210,198
+21,228
+11% +$1.7M 0.01% 1336
2018
Q2 		$14.4M Sell
188,970
-744
-0.4% -$55.1K 0.01% 1413
2018
Q1 		$13.3M Buy
189,714
+13,928
+8% +$983K 0.01% 1458
2017
Q4 		$12.2M Buy
175,786
+13,828
+9% +$952K 0.01% 1559
2017
Q3 		$11M Buy
161,958
+436
+0.3% +$27.8K 0.01% 1547
2017
Q2 		$10.3M Sell
161,522
-584
-0.4% -$36.7K 0.01% 1512
2017
Q1 		$10.2M Sell
162,106
-25,660
-14% -$1.6M 0.01% 1479
2016
Q4 		$11.7M Buy
187,766
+70,142
+60% +$4.11M 0.01% 1374
2016
Q3 		$6.64M Buy
117,624
+19,292
+20% +$1.07M ﹤0.01% 1761
2016
Q2 		$5.17M Sell
98,332
-1,762
-2% -$90.9K ﹤0.01% 1923
2016
Q1 		$5.11M Sell
100,094
-29,252
-23% -$1.38M ﹤0.01% 1847
2015
Q4 		$6.41M Sell
129,346
-61,642
-32% -$3.15M ﹤0.01% 1757
2015
Q3 		$9.26M Buy
190,988
+45,522
+31% +$2.34M 0.01% 1437
2015
Q2 		$7.78M Buy
145,466
+35,898
+33% +$1.92M 0.01% 1670
2015
Q1 		$5.85M Sell
109,568
-21,240
-16% -$1.1M ﹤0.01% 1935
2014
Q4 		$6.71M Buy
+130,808
New +$6.47M ﹤0.01% 1839

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

UBS Group's VIOO Position: Q1 2026 in Review

UBS Group reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.02% in Q1 2026, selling an estimated $7.5K and leaving 356,739 shares worth $41M. The position accounts for 0.01% of the portfolio, ranked #1847.

UBS Group first reported a position in VIOO in Q4 2014 and has held it in 46 quarters since. 379 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • UBS Group held 356,739 shares of Vanguard S&P Small-Cap 600 ETF worth $41M as of Q1 2026.
  • UBS Group sold 64 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $7.5K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of UBS Group's portfolio in Q1 2026, its #1847 holding.
  • UBS Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2014 and has held it in 46 quarters since.
  • 379 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.