Advisor Resource Council’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Advisor Resource Council’s Portfolio VIOV Stock Details VIOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$558K	Buy	+4,797	New	+$531K	0.16%	134
2024 Q2	–	Sell	-4,171	Closed	-$369K	–	225
2024 Q1	$369K	Buy	+4,171	New	+$356K	0.16%	146
2022 Q1	–	Sell	-3,756	Closed	-$339K	–	542
2021 Q4	$339K	Buy	+3,756	New	+$341K	0.03%	403
2021 Q3	–	Sell	-4,142	Closed	-$378K	–	489
2021 Q2	$378K	Buy	+4,142	New	+$375K	0.04%	357

Other funds holding VIOV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Advisor Resource Council's VIOV Position: Q2 2026 in Review

Advisor Resource Council opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026: 4,797 shares worth $558K. The stake represents 0.16% of the portfolio and ranks #134 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in VIOV as recently as Q1 2024.

Advisor Resource Council first reported a position in VIOV in Q2 2021 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Advisor Resource Council held 4,797 shares of Vanguard S&P Small-Cap 600 Value ETF worth $558K as of Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF was a new Advisor Resource Council position in Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF made up 0.16% of Advisor Resource Council's portfolio in Q2 2026, its #134 holding.
Advisor Resource Council first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2021 and has held it in 4 quarters since.
222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.