AC
VIOV icon

AlphaCore Capital’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

AlphaCore Capital’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 		– Hold
0
– – – 1475
2026
Q1 		– Sell
-77
Closed -$8K – 1199
2025
Q4 		$7.5K Buy
+77
New +$7.43K ﹤0.01% 1337
2025
Q3 		– Hold
0
– – – 1078

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
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
SC
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
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

AlphaCore Capital's VIOV Position: Q2 2026 in Review

AlphaCore Capital held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q2 2026 at 0 shares worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

AlphaCore Capital first reported a position in VIOV in Q4 2025 and has held it in 1 quarter since. The position peaked at $7.5K in Q4 2025. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • AlphaCore Capital held 0 shares of Vanguard S&P Small-Cap 600 Value ETF worth $50 as of Q2 2026.
  • AlphaCore Capital left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1475 holding.
  • AlphaCore Capital first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 1 quarter since.
  • AlphaCore Capital's Vanguard S&P Small-Cap 600 Value ETF position peaked at $7.5K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.