VP
VIOO icon

Verum Partners’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Verum Partners’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 		$2.45M Sell
21,370
-817
-4% -$95.8K 0.47% 39
2025
Q4 		$2.46M Sell
22,187
-290
-1% -$32.3K 0.5% 39
2025
Q3 		$2.48M Sell
22,477
-1
-0% -$107 0.53% 39
2025
Q2 		$2.28M Sell
22,478
-2,208
-9% -$211K 0.52% 39
2025
Q1 		$2.38M Sell
24,686
-11
-0% -$1.14K 0.64% 29
2024
Q4 		$2.62M Buy
24,697
+7
+0% +$774 0.75% 28
2024
Q3 		$2.67M Sell
24,690
-12
-0% -$1.25K 0.78% 26
2024
Q2 		$2.43M Sell
24,702
-586
-2% -$57.6K 0.78% 28
2024
Q1 		$2.57M Sell
25,288
-1,562
-6% -$152K 0.91% 27
2023
Q4 		$2.66M Sell
26,850
-647
-2% -$57.7K 1.05% 26
2023
Q3 		$2.4M Buy
27,497
+3,503
+15% +$323K 1.07% 27
2023
Q2 		$2.2M Sell
23,994
-171
-0.7% -$15K 2% 13
2023
Q1 		$2.15M Sell
24,165
-145
-0.6% -$13.3K 2.29% 13
2022
Q4 		$2.11M Buy
+24,310
New +$2.16M 2.59% 11

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

Verum Partners's VIOO Position: Q1 2026 in Review

Verum Partners reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 3.7% in Q1 2026, selling an estimated $95.8K and leaving 21,370 shares worth $2.45M. The position accounts for 0.47% of the portfolio, ranked #39.

Verum Partners first reported a position in VIOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.67M in Q3 2024. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • Verum Partners held 21,370 shares of Vanguard S&P Small-Cap 600 ETF worth $2.45M as of Q1 2026.
  • Verum Partners sold 817 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $95.8K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.47% of Verum Partners's portfolio in Q1 2026, its #39 holding.
  • Verum Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 14 quarters since.
  • Verum Partners's Vanguard S&P Small-Cap 600 ETF position peaked at $2.67M in Q3 2024.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.