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 Q3	$509K	Sell	4,026 -146	-3%	-$19.6K	0.11%	40
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%	+$1.34K	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%	+$9.9K	0.14%	33
2022 Q4	$343K	Buy	+3,962	New	+$352K	0.14%	30

Other funds holding VIOO

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

Whitcomb & Hess's VIOO Position: Q3 2026 in Review

Whitcomb & Hess reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 3.5% in Q3 2026, selling an estimated $19.6K and leaving 4,026 shares worth $509K. The position accounts for 0.11% of the portfolio, ranked #40.

Whitcomb & Hess first reported a position in VIOO in Q4 2022 and has held it in 16 quarters since. The position peaked at $574K in Q2 2026. 183 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

Whitcomb & Hess held 4,026 shares of Vanguard S&P Small-Cap 600 ETF worth $509K as of Q3 2026.
Whitcomb & Hess sold 146 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $19.6K.
Vanguard S&P Small-Cap 600 ETF made up 0.11% of Whitcomb & Hess's portfolio in Q3 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 16 quarters since.
Whitcomb & Hess's Vanguard S&P Small-Cap 600 ETF position peaked at $574K in Q2 2026.
183 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.