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

Atomi Financial 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
2025
Q1 		– Sell
-15,985
Closed -$1.49M – 1120
2024
Q4 		$1.49M Buy
+15,985
New +$1.52M 0.08% 191

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atomi Financial Group's VIOV Position: Q1 2025 in Review

Atomi Financial Group sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2025, closing a stake of 15,985 shares — an estimated $1.49M sold.

Atomi Financial Group first reported a position in VIOV in Q4 2024 and held it in 1 quarter. The position peaked at $1.49M in Q4 2024. 179 funds tracked by Wall St. Rank hold VIOV as of Q1 2025.

  • Atomi Financial Group reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 15,985 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $1.49M.
  • Atomi Financial Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and held it in 1 quarter.
  • Atomi Financial Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1.49M in Q4 2024.
  • 179 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.