Wealthcare Advisory Partners’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Wealthcare Advisory Partners’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	$265K	Sell	1,924 -292	-13%	-$37.1K	0.01%	925
2026 Q1	$255K	Buy	+2,216	New	+$260K	﹤0.01%	938
2025 Q4	–	Sell	-1,840	Closed	-$203K	–	1112
2025 Q3	$203K	Sell	1,840 -400	-18%	-$42.7K	﹤0.01%	973
2025 Q2	$227K	Buy	+2,240	New	+$214K	0.01%	896
2025 Q1	–	Sell	-1,967	Closed	-$209K	–	954
2024 Q4	$209K	Buy	1,967 +27	+1%	+$2.99K	0.01%	847
2024 Q3	$210K	Buy	+1,940	New	+$202K	0.01%	819
2021 Q2	–	Sell	-204	Closed	-$20K	–	1820
2021 Q1	$20K	Buy	+204	New	+$19.5K	﹤0.01%	1206
2020 Q2	–	Sell	-484	Closed	-$25K	–	1311
2020 Q1	$25K	Hold	484	–	–	﹤0.01%	679
2019 Q4	$37K	Hold	484	–	–	﹤0.01%	619
2019 Q3	$35K	Hold	484	–	–	0.01%	617
2019 Q2	$35K	Hold	484	–	–	0.01%	588
2019 Q1	$34K	Hold	484	–	–	0.01%	549
2018 Q4	$30K	Hold	484	–	–	0.01%	545
2018 Q3	$39K	Hold	484	–	–	0.01%	526
2018 Q2	$37K	Hold	484	–	–	0.01%	527
2018 Q1	$34K	Buy	+484	New	+$34.2K	0.01%	468

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

WWM

Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

BWIA

Bryant Woods Investment Advisors Getzville, New York $360M AUM 25.8% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

FCC

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Wealthcare Advisory Partners's VIOO Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 13% in Q2 2026, selling an estimated $37.1K and leaving 1,924 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #925.

Wealthcare Advisory Partners first reported a position in VIOO in Q1 2018 and has held it in 16 quarters since. 91 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Wealthcare Advisory Partners held 1,924 shares of Vanguard S&P Small-Cap 600 ETF worth $265K as of Q2 2026.
Wealthcare Advisory Partners sold 292 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $37.1K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #925 holding.
Wealthcare Advisory Partners first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2018 and has held it in 16 quarters since.
91 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.