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

Wealth Preservation 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	–	Sell	-24	Closed	-$2.66K	–	1198
2025 Q4	$2.66K	Hold	24	–	–	﹤0.01%	476
2025 Q3	$2.65K	Hold	24	–	–	﹤0.01%	461
2025 Q2	$2.43K	Hold	24	–	–	﹤0.01%	458
2025 Q1	$2.32K	Buy	+24	New	+$2.49K	﹤0.01%	457

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

Wealth Preservation Advisors's VIOO Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q1 2026, closing a stake of 24 shares — an estimated $2.66K sold.

Wealth Preservation Advisors first reported a position in VIOO in Q1 2025 and held it in 4 quarters. The position peaked at $2.66K in Q4 2025. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Wealth Preservation Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q1 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 24 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $2.66K.
Wealth Preservation Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2025 and held it in 4 quarters.
Wealth Preservation Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $2.66K in Q4 2025.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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