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

Waverly 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 Q1	$1.55M	Buy	13,493 +452	+3%	+$53K	0.01%	699
2025 Q4	$1.45M	Buy	13,041 +966	+8%	+$107K	0.01%	656
2025 Q3	$1.33M	Hold	12,075	–	–	0.01%	580
2025 Q2	$1.22M	Buy	12,075 +177	+1%	+$16.9K	0.01%	574
2025 Q1	$1.15M	Buy	11,898 +16	+0.1%	+$1.66K	0.01%	578
2024 Q4	$1.26M	Hold	11,882	–	–	0.02%	474
2024 Q3	$1.29M	Hold	11,882	–	–	0.02%	406
2024 Q2	$1.17M	Hold	11,882	–	–	0.02%	412
2024 Q1	$1.21M	Buy	11,882 +84	+0.7%	+$8.16K	0.03%	337
2023 Q4	$1.17M	Hold	11,798	–	–	0.04%	204
2023 Q3	$1.03M	Buy	+11,798	New	+$1.09M	0.05%	192

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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Waverly Advisors's VIOO Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 3.5% in Q1 2026, buying an estimated $53K and bringing the position to 13,493 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #699.

Waverly Advisors first reported a position in VIOO in Q3 2023 and has held it in 11 quarters since. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Waverly Advisors held 13,493 shares of Vanguard S&P Small-Cap 600 ETF worth $1.55M as of Q1 2026.
Waverly Advisors bought 452 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $53K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #699 holding.
Waverly Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2023 and has held it in 11 quarters since.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.