Aspiriant LLC
VIOV icon

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
Q3 		$30.4M Sell
276,726
-19,306
-7% -$2.25M 0.75% 21
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

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Hegarty Advisors
Hegarty Advisors Garden City, New York $162M AUM 13.29% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Aspiriant LLC's VIOV Position: Q3 2026 in Review

Aspiriant LLC reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 6.5% in Q3 2026, selling an estimated $2.25M and leaving 276,726 shares worth $30.4M. The position accounts for 0.75% of the portfolio, ranked #21.

Aspiriant LLC first reported a position in VIOV in Q2 2022 and has held it in 18 quarters since. The position peaked at $34.7M in Q2 2026. 57 funds tracked by Wall St. Rank hold VIOV as of Q3 2026.

  • Aspiriant LLC held 276,726 shares of Vanguard S&P Small-Cap 600 Value ETF worth $30.4M as of Q3 2026.
  • Aspiriant LLC sold 19,306 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $2.25M.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.75% of Aspiriant LLC's portfolio in Q3 2026, its #21 holding.
  • Aspiriant LLC first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2022 and has held it in 18 quarters since.
  • Aspiriant LLC's Vanguard S&P Small-Cap 600 Value ETF position peaked at $34.7M in Q2 2026.
  • 57 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.