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

Atria Investments’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 		$17.2M Buy
146,677
+4,188
+3% +$464K 0.17% 118
2026
Q1 		$14.5M Sell
142,489
-26,282
-16% -$2.73M 0.16% 125
2025
Q4 		$16.5M Sell
168,771
-471
-0.3% -$45.4K 0.19% 108
2025
Q3 		$16.1M Sell
169,242
-538
-0.3% -$49.2K 0.18% 108
2025
Q2 		$14.5M Buy
169,780
+8,316
+5% +$676K 0.17% 124
2025
Q1 		$13.5M Buy
161,464
+671
+0.4% +$60.9K 0.17% 126
2024
Q4 		$15M Sell
160,793
-28,282
-15% -$2.7M 0.19% 110
2024
Q3 		$17.5M Sell
189,075
-125,867
-40% -$11.2M 0.22% 96
2024
Q2 		$26.4M Sell
314,942
-41,322
-12% -$3.5M 0.34% 54
2024
Q1 		$31.5M Buy
356,264
+5,994
+2% +$511K 0.43% 45
2023
Q4 		$31M Buy
+350,270
New +$27.5M 0.48% 40

Other funds holding VIOV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Atria Investments's VIOV Position: Q2 2026 in Review

Atria Investments increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 2.9% in Q2 2026, buying an estimated $464K and bringing the position to 146,677 shares worth $17.2M. The position accounts for 0.17% of the portfolio, ranked #118.

Atria Investments first reported a position in VIOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.5M in Q1 2024. 84 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Atria Investments held 146,677 shares of Vanguard S&P Small-Cap 600 Value ETF worth $17.2M as of Q2 2026.
  • Atria Investments bought 4,188 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $464K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.17% of Atria Investments's portfolio in Q2 2026, its #118 holding.
  • Atria Investments first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Atria Investments's Vanguard S&P Small-Cap 600 Value ETF position peaked at $31.5M in Q1 2024.
  • 84 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.