Whitcomb & Hess’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Whitcomb & Hess’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	$574K	Hold	4,172	–	–	0.12%	40
2026 Q1	$479K	Hold	4,172	–	–	0.11%	40
2025 Q4	$487K	Buy	4,172 +12	+0.3%	+$1.33K	0.11%	39
2025 Q3	$460K	Hold	4,160	–	–	0.12%	39
2025 Q2	$421K	Hold	4,160	–	–	0.12%	38
2025 Q1	$401K	Hold	4,160	–	–	0.12%	37
2024 Q4	$441K	Hold	4,160	–	–	0.14%	36
2024 Q3	$450K	Hold	4,160	–	–	0.13%	34
2024 Q2	$409K	Hold	4,160	–	–	0.13%	37
2024 Q1	$422K	Hold	4,160	–	–	0.14%	34
2023 Q4	$413K	Buy	4,160 +74	+2%	+$6.6K	0.14%	34
2023 Q3	$357K	Hold	4,086	–	–	0.13%	31
2023 Q2	$375K	Buy	4,086 +16	+0.4%	+$1.4K	0.14%	31
2023 Q1	$361K	Buy	4,070 +108	+3%	+$9.89K	0.14%	33
2022 Q4	$343K	Buy	+3,962	New	+$352K	0.14%	30

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

Whitcomb & Hess's VIOO Position: Q2 2026 in Review

Whitcomb & Hess held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 4,172 shares worth $574K. The position accounts for 0.12% of the portfolio, ranked #40.

Whitcomb & Hess first reported a position in VIOO in Q4 2022 and has held it in 15 quarters since. 91 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Whitcomb & Hess held 4,172 shares of Vanguard S&P Small-Cap 600 ETF worth $574K as of Q2 2026.
Whitcomb & Hess left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.12% of Whitcomb & Hess's portfolio in Q2 2026, its #40 holding.
Whitcomb & Hess first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2022 and has held it in 15 quarters since.
91 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.