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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
2026
Q2 		$224K Buy
+1,912
New +$212K 0.01% 1167
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

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
AL
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
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

Atomi Financial Group's VIOV Position: Q2 2026 in Review

Atomi Financial Group opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026: 1,912 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #1167 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in VIOV as recently as Q4 2024.

Atomi Financial Group first reported a position in VIOV in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.49M in Q4 2024. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Atomi Financial Group held 1,912 shares of Vanguard S&P Small-Cap 600 Value ETF worth $224K as of Q2 2026.
  • Vanguard S&P Small-Cap 600 Value ETF was a new Atomi Financial Group position in Q2 2026.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1167 holding.
  • Atomi Financial Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 2 quarters since.
  • Atomi Financial Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1.49M in Q4 2024.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.