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

ViaWealth’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	$520K	Sell	3,780 -115	-3%	-$14.6K	0.26%	110
2026 Q1	$447K	Hold	3,895	–	–	0.25%	107
2025 Q4	$432K	Sell	3,895 -200	-5%	-$22.2K	0.24%	107
2025 Q3	$452K	Sell	4,095 -335	-8%	-$35.7K	0.25%	105
2025 Q2	$448K	Sell	4,430 -14	-0.3%	-$1.34K	0.27%	106
2025 Q1	$429K	Buy	4,444 +125	+3%	+$13K	0.26%	104
2024 Q4	$458K	Sell	4,319 -691	-14%	-$76.4K	0.28%	105
2024 Q3	$542K	Buy	5,010 +10	+0.2%	+$1.04K	0.32%	103
2024 Q2	$491K	Hold	5,000	–	–	0.3%	101
2024 Q1	$508K	Sell	5,000 -282	-5%	-$27.4K	0.32%	98
2023 Q4	$524K	Sell	5,282 -400	-7%	-$35.7K	0.36%	94
2023 Q3	$497K	Buy	5,682 +1,168	+26%	+$108K	0.36%	90
2023 Q2	$415K	Hold	4,514	–	–	0.31%	107
2023 Q1	$401K	Sell	4,514 -54	-1%	-$4.95K	0.32%	107
2022 Q4	$406K	Buy	+4,568	New	+$405K	0.33%	109

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

ViaWealth's VIOO Position: Q2 2026 in Review

ViaWealth reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 3% in Q2 2026, selling an estimated $14.6K and leaving 3,780 shares worth $520K. The position accounts for 0.26% of the portfolio, ranked #110.

ViaWealth first reported a position in VIOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $542K in Q3 2024. 407 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

ViaWealth held 3,780 shares of Vanguard S&P Small-Cap 600 ETF worth $520K as of Q2 2026.
ViaWealth sold 115 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $14.6K.
Vanguard S&P Small-Cap 600 ETF made up 0.26% of ViaWealth's portfolio in Q2 2026, its #110 holding.
ViaWealth first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Vanguard S&P Small-Cap 600 ETF position peaked at $542K in Q3 2024.
407 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.