World Equity Group
VIOO icon

World Equity Group’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

World Equity Group’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 		– Sell
-3,027
Closed -$416K – 378
2026
Q2 		$416K Buy
3,027
+6
+0.2% +$761 0.09% 252
2026
Q1 		$347K Sell
3,021
-46
-1% -$5.39K 0.09% 264
2025
Q4 		$340K Hold
3,067
– – 0.1% 234
2025
Q3 		$339K Sell
3,067
-20
-0.6% -$2.13K 0.08% 249
2025
Q2 		$312K Buy
+3,087
New +$295K 0.09% 236
2025
Q1 		– Sell
-2,530
Closed -$268K – 379
2024
Q4 		$268K Buy
+2,530
New +$280K 0.06% 286
2024
Q3 		– Sell
-3,038
Closed -$298K – 321
2024
Q2 		$298K Buy
3,038
+25
+0.8% +$2.46K 0.09% 207
2024
Q1 		$306K Sell
3,013
-1,136
-27% -$110K 0.06% 247
2023
Q4 		$412K Sell
4,149
-182
-4% -$16.2K 0.08% 215
2023
Q3 		$379K Buy
4,331
+485
+13% +$44.7K 0.08% 234
2023
Q2 		$353K Buy
+3,846
New +$337K 0.1% 229
2023
Q1 		– Sell
-3,986
Closed -$345K – 585
2022
Q4 		$345K Sell
3,986
-2
-0.1% -$177 0.08% 232
2022
Q3 		$322K Buy
3,988
+1,512
+61% +$135K 0.08% 237
2022
Q2 		$210K Buy
2,476
+246
+11% +$22.5K 0.05% 313
2022
Q1 		$221K Buy
+2,230
New +$221K 0.05% 325

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 14.38% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Wiser Wealth Management
Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 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
Mitsubishi UFJ Asset Management (UK)
Mitsubishi UFJ Asset Management (UK) London, United Kingdom $213M AUM 36.38% 1-Year Est. Return

World Equity Group's VIOO Position: Q3 2026 in Review

World Equity Group sold out of Vanguard S&P Small-Cap 600 ETF (VIOO) in Q3 2026, closing a stake of 3,027 shares — an estimated $416K sold.

World Equity Group first reported a position in VIOO in Q1 2022 and held it in 15 quarters. The position peaked at $416K in Q2 2026. 92 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

  • World Equity Group reported no remaining Vanguard S&P Small-Cap 600 ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 3,027 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $416K.
  • World Equity Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2022 and held it in 15 quarters.
  • World Equity Group's Vanguard S&P Small-Cap 600 ETF position peaked at $416K in Q2 2026.
  • 92 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.