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

Waypoint Wealth Counsel’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 Q3	$1.24M	Buy	9,819 +84	+0.9%	+$11.3K	0.72%	22
2026 Q2	$1.34M	Sell	9,735 -50	-0.5%	-$6.35K	0.84%	21
2026 Q1	$1.12M	Sell	9,785 -892	-8%	-$105K	0.58%	27
2025 Q4	$1.18M	Sell	10,677 -726	-6%	-$80.7K	0.43%	42
2025 Q3	$1.26M	Buy	11,403 +2	+0%	+$213	0.5%	39
2025 Q2	$1.15M	Sell	11,401 -263	-2%	-$25.1K	0.57%	36
2025 Q1	$1.13M	Sell	11,664 -477	-4%	-$49.6K	0.71%	31
2024 Q4	$1.29M	Sell	12,141 -8	-0.1%	-$885	0.84%	29
2024 Q3	$1.31M	Buy	12,149 +1	+0%	+$104	0.88%	26
2024 Q2	$1.19M	Sell	12,148 -270	-2%	-$26.5K	0.91%	27
2024 Q1	$1.26M	Buy	12,418 +6	+0%	+$583	0.97%	25
2023 Q4	$1.23M	Sell	12,412 -1,572	-11%	-$140K	1.05%	24
2023 Q3	$1.22M	Hold	13,984	–	–	1.15%	20
2023 Q2	$1.28M	Sell	13,984 -3,006	-18%	-$263K	1.15%	20
2023 Q1	$1.51M	Sell	16,990 -1,556	-8%	-$143K	1.17%	20
2022 Q4	$1.61M	Buy	+18,546	New	+$1.65M	1.29%	22

Other funds holding VIOO

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Waypoint Wealth Counsel's VIOO Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.86% in Q3 2026, buying an estimated $11.3K and bringing the position to 9,819 shares worth $1.24M. The position accounts for 0.72% of the portfolio, ranked #22.

Waypoint Wealth Counsel first reported a position in VIOO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.61M in Q4 2022. 346 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

Waypoint Wealth Counsel held 9,819 shares of Vanguard S&P Small-Cap 600 ETF worth $1.24M as of Q3 2026.
Waypoint Wealth Counsel bought 84 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $11.3K.
Vanguard S&P Small-Cap 600 ETF made up 0.72% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #22 holding.
Waypoint Wealth Counsel first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 16 quarters since.
Waypoint Wealth Counsel's Vanguard S&P Small-Cap 600 ETF position peaked at $1.61M in Q4 2022.
346 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.