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

Aspiriant LLC’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 		$34.7M Sell
296,032
-10,712
-3% -$1.19M 0.86% 20
2026
Q1 		$31.2M Sell
306,744
-4,886
-2% -$508K 0.89% 19
2025
Q4 		$30.5M Sell
311,630
-21,664
-6% -$2.09M 0.88% 21
2025
Q3 		$31.7M Sell
333,294
-7,640
-2% -$699K 0.97% 17
2025
Q2 		$29.2M Buy
340,934
+308,682
+957% +$25.1M 0.93% 18
2025
Q1 		$2.71M Sell
32,252
-576
-2% -$52.2K 0.09% 84
2024
Q4 		$3.06M Sell
32,828
-405
-1% -$38.6K 0.11% 78
2024
Q3 		$3.07M Sell
33,233
-610
-2% -$54.5K 0.12% 75
2024
Q2 		$2.83M Sell
33,843
-2,720
-7% -$230K 0.12% 78
2024
Q1 		$3.23M Sell
36,563
-5,844
-14% -$498K 0.13% 70
2023
Q4 		$3.75M Sell
42,407
-22,903
-35% -$1.8M 0.17% 60
2023
Q3 		$5.03M Buy
65,310
+321
+0.5% +$26.4K 0.26% 51
2023
Q2 		$5.34M Sell
64,989
-5,125
-7% -$405K 0.27% 51
2023
Q1 		$5.66M Sell
70,114
-3,810
-5% -$321K 0.3% 46
2022
Q4 		$5.8M Buy
73,924
+67,124
+987% +$5.35M 0.3% 47
2022
Q3 		$485K Sell
6,800
-11,252
-62% -$901K 0.02% 168
2022
Q2 		$1.39M Buy
+18,052
New +$1.5M 0.07% 98

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
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Aspiriant LLC's VIOV Position: Q2 2026 in Review

Aspiriant LLC reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 3.5% in Q2 2026, selling an estimated $1.19M and leaving 296,032 shares worth $34.7M. The position accounts for 0.86% of the portfolio, ranked #20.

Aspiriant LLC first reported a position in VIOV in Q2 2022 and has held it in 17 quarters since. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Aspiriant LLC held 296,032 shares of Vanguard S&P Small-Cap 600 Value ETF worth $34.7M as of Q2 2026.
  • Aspiriant LLC sold 10,712 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.19M.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.86% of Aspiriant LLC's portfolio in Q2 2026, its #20 holding.
  • Aspiriant LLC first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.