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
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
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
KCA
Kastel Capital Advisors Wellesley, Massachusetts $158M AUM
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return