WWM
VIOO icon

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
Q3 		$19.1M Sell
150,903
-2,213
-1% -$297K 3.47% 10
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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Wiser Wealth Management's VIOO Position: Q3 2026 in Review

Wiser Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1.4% in Q3 2026, selling an estimated $297K and leaving 150,903 shares worth $19.1M. The position accounts for 3.47% of the portfolio, ranked #10.

Wiser Wealth Management first reported a position in VIOO in Q2 2022 and has held it in 18 quarters since. The position peaked at $21.1M in Q2 2026. 62 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

  • Wiser Wealth Management held 150,903 shares of Vanguard S&P Small-Cap 600 ETF worth $19.1M as of Q3 2026.
  • Wiser Wealth Management sold 2,213 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $297K.
  • Vanguard S&P Small-Cap 600 ETF made up 3.47% of Wiser Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Wiser Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2022 and has held it in 18 quarters since.
  • Wiser Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $21.1M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Wiser Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.