Wealthspire Advisors (New York)’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Wealthspire Advisors (New York)’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	$683K	Sell	5,950 -925	-13%	-$108K	0.01%	492
2025 Q4	$763K	Buy	6,875 +919	+15%	+$102K	0.01%	490
2025 Q3	$658K	Hold	5,956	–	–	﹤0.01%	478
2025 Q2	$603K	Hold	5,956	–	–	﹤0.01%	494
2025 Q1	$575K	Hold	5,956	–	–	﹤0.01%	485
2024 Q4	$632K	Sell	5,956 -19	-0.3%	-$2.1K	0.01%	456
2024 Q3	$646K	Buy	5,975 +642	+12%	+$66.8K	0.01%	446
2024 Q2	$524K	Hold	5,333	–	–	0.01%	421
2024 Q1	$541K	Sell	5,333 -3,371	-39%	-$328K	0.01%	412
2023 Q4	$863K	Buy	8,704 +50	+0.6%	+$4.46K	0.01%	337
2023 Q3	$756K	Buy	8,654 +489	+6%	+$45K	0.01%	326
2023 Q2	$750K	Hold	8,165	–	–	0.01%	301
2023 Q1	$725K	Sell	8,165 -1	-0%	-$92	0.01%	301
2022 Q4	$708K	Buy	8,166 +2,790	+52%	+$248K	0.01%	320
2022 Q3	$434K	Buy	5,376 +1,642	+44%	+$147K	0.01%	362
2022 Q2	$318K	Hold	3,734	–	–	0.01%	388
2022 Q1	$370K	Hold	3,734	–	–	0.01%	321
2021 Q4	$392K	Buy	3,734 +308	+9%	+$32.4K	0.01%	362
2021 Q3	$345K	Buy	3,426 +800	+30%	+$80.9K	0.01%	434
2021 Q2	$272K	Hold	2,626	–	–	0.01%	311
2021 Q1	$261K	Buy	+2,626	New	+$251K	0.01%	597

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

Wealthspire Advisors (New York)'s VIOO Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 13% in Q1 2026, selling an estimated $108K and leaving 5,950 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #492.

Wealthspire Advisors (New York) first reported a position in VIOO in Q1 2021 and has held it in 21 quarters since. The position peaked at $863K in Q4 2023. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Wealthspire Advisors (New York) held 5,950 shares of Vanguard S&P Small-Cap 600 ETF worth $683K as of Q1 2026.
Wealthspire Advisors (New York) sold 925 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $108K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #492 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2021 and has held it in 21 quarters since.
Wealthspire Advisors (New York)'s Vanguard S&P Small-Cap 600 ETF position peaked at $863K in Q4 2023.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.