AWM
VIOV icon

Avior Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Avior Wealth Management’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 		$14M Buy
119,073
+649
+0.5% +$71.9K 0.37% 64
2026
Q1 		$12M Buy
118,424
+3,172
+3% +$330K 0.34% 66
2025
Q4 		$11.3M Buy
115,252
+10,982
+11% +$1.06M 0.35% 64
2025
Q3 		$9.93M Buy
104,270
+13,286
+15% +$1.22M 0.32% 68
2025
Q2 		$7.79M Buy
90,984
+84,871
+1,388% +$6.9M 0.27% 72
2025
Q1 		$513K Buy
6,113
+2
+0% +$181 0.02% 395
2024
Q4 		$570K Buy
6,111
+313
+5% +$29.8K 0.02% 409
2024
Q3 		$536K Sell
5,798
-234
-4% -$20.9K 0.02% 431
2024
Q2 		$505K Sell
6,032
-15
-0.2% -$1.27K 0.02% 432
2024
Q1 		$535K Sell
6,047
-921
-13% -$78.5K 0.02% 429
2023
Q4 		$617K Sell
6,968
-7
-0.1% -$550 0.04% 295
2023
Q3 		$537K Sell
6,975
-49
-0.7% -$4.03K 0.04% 307
2023
Q2 		$577K Buy
7,024
+29
+0.4% +$2.29K 0.04% 303
2023
Q1 		$565K Sell
6,995
-17
-0.2% -$1.43K 0.04% 314
2022
Q4 		$551K Sell
7,012
-6
-0.1% -$478 0.04% 280
2022
Q3 		$501K Buy
7,018
+32
+0.5% +$2.56K 0.04% 268
2022
Q2 		$537K Buy
6,986
+2
+0% +$166 0.05% 243
2022
Q1 		$618K Buy
6,984
+654
+10% +$57.6K 0.05% 244
2021
Q4 		$571K Sell
6,330
-50
-0.8% -$4.53K 0.05% 303
2021
Q3 		$555K Buy
6,380
+30
+0.5% +$2.62K 0.05% 291
2021
Q2 		$578K Sell
6,350
-86
-1% -$7.78K 0.06% 275
2021
Q1 		$560K Sell
6,436
-206
-3% -$16.8K 0.06% 274
2020
Q4 		$466K Buy
6,642
+5,618
+549% +$354K 0.06% 287
2020
Q3 		$54K Sell
1,024
-5,552
-84% -$302K 0.01% 494
2020
Q2 		$343K Hold
6,576
– – 0.05% 313
2020
Q1 		$284K Hold
6,576
– – 0.06% 283
2019
Q4 		$457K Buy
6,576
+18
+0.3% +$1.2K 0.07% 242
2019
Q3 		$425K Buy
6,558
+22
+0.3% +$1.4K 0.07% 242
2019
Q2 		$419K Buy
6,536
+82
+1% +$5.25K 0.08% 240
2019
Q1 		$411K Buy
6,454
+262
+4% +$16.7K 0.09% 231
2018
Q4 		$351K Hold
6,192
– – 0.08% 219
2018
Q3 		$445K Hold
6,192
– – 0.1% 205
2018
Q2 		$436K Hold
6,192
– – 0.1% 192
2018
Q1 		$403K Hold
6,192
– – 0.09% 196
2017
Q4 		$410K Buy
6,192
+108
+2% +$7.01K 0.09% 198
2017
Q3 		$389K Buy
+6,084
New +$366K 0.13% 116
2017
Q2 		– Sell
-156
Closed -$9K – 493
2017
Q1 		$9K Buy
+156
New +$9.35K ﹤0.01% 362

Other funds holding VIOV

RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Avior Wealth Management's VIOV Position: Q2 2026 in Review

Avior Wealth Management increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.55% in Q2 2026, buying an estimated $71.9K and bringing the position to 119,073 shares worth $14M. The position accounts for 0.37% of the portfolio, ranked #64.

Avior Wealth Management first reported a position in VIOV in Q1 2017 and has held it in 37 quarters since. 23 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Avior Wealth Management held 119,073 shares of Vanguard S&P Small-Cap 600 Value ETF worth $14M as of Q2 2026.
  • Avior Wealth Management bought 649 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $71.9K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.37% of Avior Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Avior Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2017 and has held it in 37 quarters since.
  • 23 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.