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

Aptus Capital Advisors’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	$125K	Hold	1,068	–	–	﹤0.01%	1213
2026 Q1	$109K	Hold	1,068	–	–	﹤0.01%	1133
2025 Q4	$104K	Hold	1,068	–	–	﹤0.01%	1169
2025 Q3	$102K	Hold	1,068	–	–	﹤0.01%	1118
2025 Q2	$91.4K	Hold	1,068	–	–	﹤0.01%	1095
2025 Q1	$89.7K	Hold	1,068	–	–	﹤0.01%	1032
2024 Q4	$99.7K	Buy	1,068 +1	+0.1%	+$95	﹤0.01%	1009
2024 Q3	$98.7K	Buy	1,067 +237	+29%	+$21.2K	﹤0.01%	851
2024 Q2	$69.4K	Hold	830	–	–	﹤0.01%	860
2024 Q1	$73.4K	Sell	830 -1,122	-57%	-$95.7K	﹤0.01%	855
2023 Q4	$173K	Buy	+1,952	New	+$154K	﹤0.01%	569
2023 Q2	–	Sell	-2,170	Closed	-$175K	–	863
2023 Q1	$175K	Buy	+2,170	New	+$183K	﹤0.01%	479

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

Aptus Capital Advisors's VIOV Position: Q2 2026 in Review

Aptus Capital Advisors held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q2 2026 at 1,068 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Aptus Capital Advisors first reported a position in VIOV in Q1 2023 and has held it in 12 quarters since. The position peaked at $175K in Q1 2023. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Aptus Capital Advisors held 1,068 shares of Vanguard S&P Small-Cap 600 Value ETF worth $125K as of Q2 2026.
Aptus Capital Advisors 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 Aptus Capital Advisors's portfolio in Q2 2026, its #1213 holding.
Aptus Capital Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2023 and has held it in 12 quarters since.
Aptus Capital Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $175K in Q1 2023.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.