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

William Howard & Co 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
2026 Q2	$277K	Hold	2,014	–	–	0.22%	48
2026 Q1	$231K	Hold	2,014	–	–	0.2%	48
2025 Q4	$223K	Buy	2,014 +26	+1%	+$2.89K	0.19%	53
2025 Q3	$220K	Hold	1,988	–	–	0.19%	54
2025 Q2	$201K	Buy	+1,988	New	+$190K	0.18%	56
2025 Q1	–	Sell	-1,988	Closed	-$211K	–	54
2024 Q4	$211K	Buy	1,988 +29	+1%	+$3.21K	0.19%	51
2024 Q3	$212K	Buy	+1,959	New	+$204K	0.18%	52

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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

William Howard & Co Financial Advisors's VIOO Position: Q2 2026 in Review

William Howard & Co Financial Advisors held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 2,014 shares worth $277K. The position accounts for 0.22% of the portfolio, ranked #48.

William Howard & Co Financial Advisors first reported a position in VIOO in Q3 2024 and has held it in 7 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

William Howard & Co Financial Advisors held 2,014 shares of Vanguard S&P Small-Cap 600 ETF worth $277K as of Q2 2026.
William Howard & Co Financial Advisors left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 ETF made up 0.22% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #48 holding.
William Howard & Co Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2024 and has held it in 7 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.