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Watershed Private Wealth’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Watershed Private Wealth’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
2025
Q2 		– Sell
-3,734
Closed -$360K – 116
2025
Q1 		$360K Hold
3,734
– – 0.14% 82
2024
Q4 		$396K Buy
3,734
+314
+9% +$34.7K 0.15% 78
2024
Q3 		$370K Sell
3,420
-3
-0.1% -$312 0.15% 79
2024
Q2 		$336K Sell
3,423
-8
-0.2% -$786 0.14% 87
2024
Q1 		$348K Buy
3,431
+1,414
+70% +$137K 0.15% 89
2023
Q4 		$200K Sell
2,017
-1,414
-41% -$126K 0.11% 106
2023
Q3 		$300K Buy
3,431
+84
+3% +$7.74K 0.19% 78
2023
Q2 		$308K Buy
+3,347
New +$293K 0.19% 71

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Watershed Private Wealth's VIOO Position: Q2 2025 in Review

Watershed Private Wealth sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q2 2025, closing a stake of 3,734 shares — an estimated $360K sold.

Watershed Private Wealth first reported a position in VIOO in Q2 2023 and held it in 8 quarters. The position peaked at $396K in Q4 2024. 342 funds tracked by Wall St. Rank hold VIOO as of Q2 2025.

  • Watershed Private Wealth reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q2 2025 after selling out during the quarter.
  • Watershed Private Wealth sold 3,734 Vanguard S&P Small-Cap 600 ETF shares in Q2 2025, an estimated $360K.
  • Watershed Private Wealth first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2023 and held it in 8 quarters.
  • Watershed Private Wealth's Vanguard S&P Small-Cap 600 ETF position peaked at $396K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2025.

Based on Watershed Private Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.