UP Strategic Wealth Investment Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

UP Strategic Wealth Investment Advisors’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	$377K	Hold	2,957	–	–	0.24%	60
2025 Q4	$360K	Sell	2,957 -73	-2%	-$8.12K	0.26%	60
2025 Q3	$337K	Sell	3,030 -79	-3%	-$8.43K	0.25%	59
2025 Q2	$315K	Sell	3,109 -46	-1%	-$4.39K	0.25%	60
2025 Q1	$304K	Hold	3,155	–	–	0.27%	61
2024 Q4	$335K	Sell	3,155 -779	-20%	-$86.2K	0.33%	49
2024 Q3	$426K	Hold	3,934	–	–	0.48%	40
2024 Q2	$386K	Buy	3,934 +470	+14%	+$46.2K	0.59%	36
2024 Q1	$352K	Sell	3,464 -182	-5%	-$17.7K	0.58%	39
2023 Q4	$362K	Buy	+3,646	New	+$325K	0.66%	38

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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's VIOO Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q1 2026 at 2,957 shares worth $377K. The position accounts for 0.24% of the portfolio, ranked #60.

UP Strategic Wealth Investment Advisors first reported a position in VIOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $426K in Q3 2024. 379 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

UP Strategic Wealth Investment Advisors held 2,957 shares of Vanguard S&P Small-Cap 600 ETF worth $377K as of Q1 2026.
UP Strategic Wealth Investment Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q1 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.24% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #60 holding.
UP Strategic Wealth Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2023 and has held it in 10 quarters since.
UP Strategic Wealth Investment Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $426K in Q3 2024.
379 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.