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

Wellspring Financial 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
2025 Q3	–	Sell	-5,479	Closed	-$555K	–	203
2025 Q2	$555K	Sell	5,479 -170	-3%	-$16.2K	0.06%	82
2025 Q1	$545K	Sell	5,649 -42	-0.7%	-$4.37K	0.06%	73
2024 Q4	$603K	Buy	5,691 +13	+0.2%	+$1.44K	0.06%	70
2024 Q3	$614K	Sell	5,678 -336	-6%	-$35K	0.07%	72
2024 Q2	$591K	Hold	6,014	–	–	0.08%	75
2024 Q1	$610K	Hold	6,014	–	–	0.1%	63
2023 Q4	$596K	Buy	+6,014	New	+$536K	0.15%	63

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wellspring Financial Advisors's VIOO Position: Q3 2025 in Review

Wellspring Financial Advisors sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2025, closing a stake of 5,479 shares — an estimated $555K sold.

Wellspring Financial Advisors first reported a position in VIOO in Q4 2023 and held it in 7 quarters. The position peaked at $614K in Q3 2024. 339 funds tracked by Wall St. Rank hold VIOO as of Q3 2025.

Wellspring Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2025 after selling out during the quarter.
Wellspring Financial Advisors sold 5,479 Vanguard S&P Small-Cap 600 ETF shares in Q3 2025, an estimated $555K.
Wellspring Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2023 and held it in 7 quarters.
Wellspring Financial Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $614K in Q3 2024.
339 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2025.

Based on Wellspring Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.