Wescott Financial Advisory Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Wescott Financial Advisory Group’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	$1.28M	Sell	11,118 -4,460	-29%	-$523K	0.11%	84
2025 Q4	$1.73M	Buy	15,578 +198	+1%	+$22K	0.15%	70
2025 Q3	$1.7M	Hold	15,380	–	–	0.15%	67
2025 Q2	$1.56M	Hold	15,380	–	–	0.15%	68
2025 Q1	$1.48M	Hold	15,380	–	–	0.15%	67
2024 Q4	$1.63M	Buy	15,380 +381	+3%	+$42.1K	0.17%	65
2024 Q3	$1.62M	Hold	14,999	–	–	0.17%	66
2024 Q2	$1.47M	Buy	14,999 +41	+0.3%	+$4.03K	0.17%	69
2024 Q1	$1.52M	Buy	14,958 +282	+2%	+$27.4K	0.19%	63
2023 Q4	$1.46M	Buy	14,676 +212	+1%	+$18.9K	0.2%	59
2023 Q3	$1.26M	Hold	14,464	–	–	0.23%	60
2023 Q2	$1.33M	Hold	14,464	–	–	0.23%	58
2023 Q1	$1.28M	Hold	14,464	–	–	0.28%	53
2022 Q4	$1.25M	Buy	14,464 +218	+2%	+$19.3K	0.27%	55
2022 Q3	$1.15M	Hold	14,246	–	–	0.32%	43
2022 Q2	$1.21M	Hold	14,246	–	–	0.33%	46
2022 Q1	$1.41M	Buy	+14,246	New	+$1.41M	0.36%	45

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

Wescott Financial Advisory Group's VIOO Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 29% in Q1 2026, selling an estimated $523K and leaving 11,118 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #84.

Wescott Financial Advisory Group first reported a position in VIOO in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.73M in Q4 2025. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Wescott Financial Advisory Group held 11,118 shares of Vanguard S&P Small-Cap 600 ETF worth $1.28M as of Q1 2026.
Wescott Financial Advisory Group sold 4,460 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $523K.
Vanguard S&P Small-Cap 600 ETF made up 0.11% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #84 holding.
Wescott Financial Advisory Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2022 and has held it in 17 quarters since.
Wescott Financial Advisory Group's Vanguard S&P Small-Cap 600 ETF position peaked at $1.73M in Q4 2025.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.