WIM
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Warwick Investment Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Warwick Investment Management’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 		$23.4M Buy
203,512
+18,190
+10% +$2.13M 3.39% 8
2025
Q4 		$20.6M Buy
185,322
+21,504
+13% +$2.39M 3.17% 7
2025
Q3 		$18.1M Sell
163,818
-1,592
-1% -$170K 3.14% 7
2025
Q2 		$16.7M Sell
165,410
-1,701
-1% -$162K 3.25% 7
2025
Q1 		$16.1M Sell
167,111
-8,692
-5% -$903K 3.35% 7
2024
Q4 		$18.6M Buy
175,803
+1,328
+0.8% +$147K 3.84% 7
2024
Q3 		$18.9M Buy
174,475
+15,930
+10% +$1.66M 4.47% 6
2024
Q2 		$15.6M Sell
158,545
-77
-0% -$7.57K 3.65% 8
2024
Q1 		$16.1M Buy
+158,622
New +$15.4M 3.86% 7

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