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

AmeriFlex Group’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	$141K	Sell	1,202 -4	-0.3%	-$443	0.06%	277
2026 Q1	$123K	Hold	1,206	–	–	0.06%	245
2025 Q4	$118K	Sell	1,206 -1,479	-55%	-$143K	0.06%	249
2025 Q3	$256K	Buy	2,685 +2,514	+1,470%	+$230K	0.1%	177
2025 Q2	$14.7K	Hold	171	–	–	0.01%	634
2025 Q1	$14.4K	Hold	171	–	–	0.01%	759
2024 Q4	$16.2K	Buy	+171	New	+$16.3K	0.01%	669

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

AmeriFlex Group's VIOV Position: Q2 2026 in Review

AmeriFlex Group reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.33% in Q2 2026, selling an estimated $443 and leaving 1,202 shares worth $141K. The position accounts for 0.06% of the portfolio, ranked #277.

AmeriFlex Group first reported a position in VIOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $256K in Q3 2025. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

AmeriFlex Group held 1,202 shares of Vanguard S&P Small-Cap 600 Value ETF worth $141K as of Q2 2026.
AmeriFlex Group sold 4 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $443.
Vanguard S&P Small-Cap 600 Value ETF made up 0.06% of AmeriFlex Group's portfolio in Q2 2026, its #277 holding.
AmeriFlex Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $256K in Q3 2025.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.