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Walkner Condon Financial Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Walkner Condon Financial 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
Q2 		$731K Buy
5,313
+100
+2% +$12.7K 0.08% 155
2026
Q1 		$599K Hold
5,213
– – 0.08% 155
2025
Q4 		$578K Buy
5,213
+300
+6% +$33.4K 0.08% 163
2025
Q3 		$543K Hold
4,913
– – 0.09% 161
2025
Q2 		$497K Hold
4,913
– – 0.09% 159
2025
Q1 		$474K Sell
4,913
-150
-3% -$15.6K 0.1% 162
2024
Q4 		$537K Buy
5,063
+260
+5% +$28.8K 0.11% 154
2024
Q3 		$520K Sell
4,803
-18
-0.4% -$1.87K 0.11% 153
2024
Q2 		$473K Hold
4,821
– – 0.1% 150
2024
Q1 		$489K Hold
4,821
– – 0.1% 154
2023
Q4 		$478K Buy
4,821
+200
+4% +$17.8K 0.11% 154
2023
Q3 		$404K Hold
4,621
– – 0.11% 153
2023
Q2 		$425K Hold
4,621
– – 0.11% 146
2023
Q1 		$410K Sell
4,621
-1
-0% -$92 0.12% 147
2022
Q4 		$400K Buy
4,622
+100
+2% +$8.87K 0.12% 145
2022
Q3 		$365K Hold
4,522
– – 0.12% 144
2022
Q2 		$384K Buy
4,522
+12
+0.3% +$1.1K 0.12% 149
2022
Q1 		$447K Sell
4,510
-298
-6% -$29.5K 0.13% 144
2021
Q4 		$505K Buy
4,808
+18
+0.4% +$1.89K 0.33% 74
2021
Q3 		$483K Buy
4,790
+2
+0% +$202 0.24% 84
2021
Q2 		$495K Sell
4,788
-2
-0% -$204 0.18% 102
2021
Q1 		$476K Sell
4,790
-34
-0.7% -$3.25K 0.19% 101
2020
Q4 		$405K Buy
4,824
+874
+22% +$66.1K 0.17% 91
2020
Q3 		$255K Buy
+3,950
New +$260K 0.14% 106

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

Walkner Condon Financial Advisors's VIOO Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1.9% in Q2 2026, buying an estimated $12.7K and bringing the position to 5,313 shares worth $731K. The position accounts for 0.08% of the portfolio, ranked #155.

Walkner Condon Financial Advisors first reported a position in VIOO in Q3 2020 and has held it in 24 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Walkner Condon Financial Advisors held 5,313 shares of Vanguard S&P Small-Cap 600 ETF worth $731K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 100 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $12.7K.
  • Vanguard S&P Small-Cap 600 ETF made up 0.08% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #155 holding.
  • Walkner Condon Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2020 and has held it in 24 quarters since.
  • 406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.