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Birchwood Financial Partners’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Birchwood Financial Partners’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 		$41K Buy
349
+1
+0.3% +$111 0.03% 192
2026
Q1 		$35.4K Hold
348
– – 0.03% 197
2025
Q4 		$34K Buy
+348
New +$33.6K 0.03% 201

Other funds holding VIOV

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
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
SC
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
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

Birchwood Financial Partners's VIOV Position: Q2 2026 in Review

Birchwood Financial Partners increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.29% in Q2 2026, buying an estimated $111 and bringing the position to 349 shares worth $41K. The position accounts for 0.03% of the portfolio, ranked #192.

Birchwood Financial Partners first reported a position in VIOV in Q4 2025 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Birchwood Financial Partners held 349 shares of Vanguard S&P Small-Cap 600 Value ETF worth $41K as of Q2 2026.
  • Birchwood Financial Partners bought 1 Vanguard S&P Small-Cap 600 Value ETF share in Q2 2026, an estimated $111.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.03% of Birchwood Financial Partners's portfolio in Q2 2026, its #192 holding.
  • Birchwood Financial Partners first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.