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

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

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

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return