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

Bernicke 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	$205K	Buy	+1,746	New	+$193K	0.02%	109

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bernicke Wealth Management opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026: 1,746 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #109 among its holdings.

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

Bernicke Wealth Management held 1,746 shares of Vanguard S&P Small-Cap 600 Value ETF worth $205K as of Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF was a new Bernicke Wealth Management position in Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF made up 0.02% of Bernicke Wealth Management's portfolio in Q2 2026, its #109 holding.
185 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.