VIOO — Vanguard Admiral F S&P Smallcap 600 Index Fd E

Ownership history in Rathbones Group PLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Rathbones Group PLC reported a position in Vanguard Admiral F S&P Smallcap 600 Index Fd E (VIOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,940 +560 +23.5% 0.00% $325K $109.01
2025 Q2 UNCHANGED 2,380 — 0% 0.00% $241K $99.90
2025 Q1 INITIATED 2,380 — — 0.00% $230K $95.24
% of Fund (quarterly)    VIOO price (monthly, adj. close)

Other funds also holding VIOO

As of 2025 Q4 — sorted by position size

Mitsubishi UFJ Asset Management (UK) Ltd. 3Y 7Y 4.05% Wiser Wealth Management, Inc 3Y 3.67% New Insight Wealth Advisors 3.44% Warwick Investment Management, Inc. 3Y 3.17% Orgel Wealth Management, LLC 3Y 7Y 2.53% Bryant Woods Investment Advisors, LLC 3Y 1.96% CAROLINAS WEALTH CONSULTING LLC 3Y 1.95% Flower City Capital 3Y 1.57% One Day In July LLC 3Y 1.38% HARBOR ADVISORY CORP /MA/ 3Y 7Y 1.31%
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