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

Yarger Wealth Strategies’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 		$334K Hold
2,472
– – 0.12% 101
2026
Q1 		$284K Hold
2,472
– – 0.11% 103
2025
Q4 		$274K Buy
2,472
+32
+1% +$3.56K 0.12% 101
2025
Q3 		$270K Hold
2,440
– – 0.12% 101
2025
Q2 		$247K Hold
2,440
– – 0.13% 95
2025
Q1 		$235K Hold
2,440
– – 0.14% 85
2024
Q4 		$259K Buy
2,440
+36
+1% +$3.98K 0.15% 75
2024
Q3 		$260K Hold
2,404
– – 0.14% 76
2024
Q2 		$236K Hold
2,404
– – 0.14% 76
2024
Q1 		$244K Hold
2,404
– – 0.17% 68
2023
Q4 		$238K Buy
2,404
+34
+1% +$3.03K 0.19% 59
2023
Q3 		$207K Hold
2,370
– – 0.18% 58
2023
Q2 		$218K Hold
2,370
– – 0.2% 55
2023
Q1 		$210K Hold
2,370
– – 0.23% 47
2022
Q4 		$205K Buy
+2,370
New +$210K 0.25% 44
2022
Q3 		– Sell
-2,334
Closed -$202K – 48
2022
Q2 		$202K Hold
2,334
– – 0.26% 46
2022
Q1 		$231K Hold
2,334
– – 0.3% 43
2021
Q4 		$245K Buy
+2,334
New +$245K 0.26% 47

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

Yarger Wealth Strategies's VIOO Position: Q2 2026 in Review

Yarger Wealth Strategies held its Vanguard S&P Small-Cap 600 ETF (VIOO) position steady in Q2 2026 at 2,472 shares worth $334K. The position accounts for 0.12% of the portfolio, ranked #101.

Yarger Wealth Strategies first reported a position in VIOO in Q4 2021 and has held it in 18 quarters since. 66 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

  • Yarger Wealth Strategies held 2,472 shares of Vanguard S&P Small-Cap 600 ETF worth $334K as of Q2 2026.
  • Yarger Wealth Strategies left its Vanguard S&P Small-Cap 600 ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 ETF made up 0.12% of Yarger Wealth Strategies's portfolio in Q2 2026, its #101 holding.
  • Yarger Wealth Strategies first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2021 and has held it in 18 quarters since.
  • 66 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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