Wiser Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Wiser Wealth Management’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	$21.1M	Sell	153,116 -1,247	-0.8%	-$158K	4.03%	8
2026 Q1	$17.7M	Buy	154,363 +5,568	+4%	+$653K	3.82%	9
2025 Q4	$16.5M	Buy	148,795 +1,410	+1%	+$157K	3.67%	10
2025 Q3	$16.3M	Buy	147,385 +5,799	+4%	+$619K	3.72%	10
2025 Q2	$14.3M	Buy	141,586 +15,283	+12%	+$1.46M	3.59%	10
2025 Q1	$12.2M	Buy	126,303 +3,653	+3%	+$380K	3.42%	10
2024 Q4	$13M	Buy	122,650 +1,207	+1%	+$134K	3.65%	10
2024 Q3	$13.1M	Buy	121,443 +1,283	+1%	+$134K	3.77%	10
2024 Q2	$11.8M	Buy	120,160 +3,999	+3%	+$393K	3.65%	10
2024 Q1	$11.8M	Buy	116,161 +6,521	+6%	+$634K	3.87%	10
2023 Q4	$10.5M	Sell	109,640 -53,672	-33%	-$4.78M	3.83%	10
2023 Q3	$14.3M	Buy	163,312 +8,149	+5%	+$751K	5.8%	6
2023 Q2	$14.3M	Buy	155,163 +4,892	+3%	+$428K	5.72%	6
2023 Q1	$13.3M	Buy	150,271 +8,999	+6%	+$824K	5.7%	7
2022 Q4	$12.2M	Buy	141,272 +5,872	+4%	+$521K	5.66%	7
2022 Q3	$10.9M	Buy	135,400 +9,684	+8%	+$867K	5.71%	7
2022 Q2	$10.7M	Buy	+125,716	New	+$11.5M	5.54%	6

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

Wiser Wealth Management's VIOO Position: Q2 2026 in Review

Wiser Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.81% in Q2 2026, selling an estimated $158K and leaving 153,116 shares worth $21.1M. The position accounts for 4.03% of the portfolio, ranked #8.

Wiser Wealth Management first reported a position in VIOO in Q2 2022 and has held it in 17 quarters since. 407 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Wiser Wealth Management held 153,116 shares of Vanguard S&P Small-Cap 600 ETF worth $21.1M as of Q2 2026.
Wiser Wealth Management sold 1,247 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $158K.
Vanguard S&P Small-Cap 600 ETF made up 4.03% of Wiser Wealth Management's portfolio in Q2 2026, its #8 holding.
Wiser Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2022 and has held it in 17 quarters since.
407 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.