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

Balanced Wealth 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	$8.68M	Buy	+73,978	New	+$8.2M	2.74%	11

Other funds holding VIOV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Balanced Wealth Group's VIOV Position: Q2 2026 in Review

Balanced Wealth Group opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026: 73,978 shares worth $8.68M. The stake represents 2.74% of the portfolio and ranks #11 among its holdings.

221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Balanced Wealth Group held 73,978 shares of Vanguard S&P Small-Cap 600 Value ETF worth $8.68M as of Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF was a new Balanced Wealth Group position in Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF made up 2.74% of Balanced Wealth Group's portfolio in Q2 2026, its #11 holding.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.