WEG
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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
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

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

World Equity Group's VIOO Position: Q2 2026 in Review

World Equity Group increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.2% in Q2 2026, buying an estimated $761 and bringing the position to 3,027 shares worth $416K. The position accounts for 0.09% of the portfolio, ranked #252.

World Equity Group first reported a position in VIOO in Q1 2022 and has held it in 15 quarters since. 80 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • World Equity Group held 3,027 shares of Vanguard S&P Small-Cap 600 ETF worth $416K as of Q2 2026.
  • World Equity Group bought 6 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $761.
  • Vanguard S&P Small-Cap 600 ETF made up 0.09% of World Equity Group's portfolio in Q2 2026, its #252 holding.
  • World Equity Group first reported a position in Vanguard S&P Small-Cap 600 ETF in Q1 2022 and has held it in 15 quarters since.
  • 80 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.