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

Beaird Harris 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	$484K	Buy	4,122 +16	+0.4%	+$1.77K	0.03%	99
2026 Q1	$418K	Buy	4,106 +17	+0.4%	+$1.77K	0.03%	102
2025 Q4	$400K	Buy	4,089 +22	+0.5%	+$2.12K	0.03%	99
2025 Q3	$387K	Buy	4,067 +23	+0.6%	+$2.1K	0.03%	104
2025 Q2	$346K	Buy	4,044 +14	+0.3%	+$1.14K	0.03%	106
2025 Q1	$338K	Buy	4,030 +13	+0.3%	+$1.18K	0.03%	101
2024 Q4	$375K	Buy	4,017 +43	+1%	+$4.1K	0.03%	99
2024 Q3	$367K	Buy	+3,974	New	+$355K	0.03%	104

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

Beaird Harris Wealth Management's VIOV Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.39% in Q2 2026, buying an estimated $1.77K and bringing the position to 4,122 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #99.

Beaird Harris Wealth Management first reported a position in VIOV in Q3 2024 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Beaird Harris Wealth Management held 4,122 shares of Vanguard S&P Small-Cap 600 Value ETF worth $484K as of Q2 2026.
Beaird Harris Wealth Management bought 16 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.77K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.03% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #99 holding.
Beaird Harris Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2024 and has held it in 8 quarters since.
222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.