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 Q2	$1.93M	Buy	14,004 +511	+4%	+$64.9K	0.01%	702
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 $1.55T 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

Waverly Advisors's VIOO Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 3.8% in Q2 2026, buying an estimated $64.9K and bringing the position to 14,004 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #702.

Waverly Advisors first reported a position in VIOO in Q3 2023 and has held it in 12 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Waverly Advisors held 14,004 shares of Vanguard S&P Small-Cap 600 ETF worth $1.93M as of Q2 2026.
Waverly Advisors bought 511 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $64.9K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #702 holding.
Waverly Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2023 and has held it in 12 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.