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

Cahill Financial Advisors’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 Q1	$228K	Buy	2,243 +4	+0.2%	+$416	0.02%	271
2025 Q4	$219K	Sell	2,239 -1,032	-32%	-$99.5K	0.02%	269
2025 Q3	$311K	Buy	3,271 +18	+0.6%	+$1.65K	0.04%	234
2025 Q2	$278K	Buy	3,253 +12	+0.4%	+$975	0.03%	238
2025 Q1	$272K	Buy	3,241 +10	+0.3%	+$907	0.04%	228
2024 Q4	$302K	Buy	3,231 +35	+1%	+$3.34K	0.04%	218
2024 Q3	$296K	Buy	3,196 +18	+0.6%	+$1.61K	0.04%	212
2024 Q2	$266K	Hold	3,178	–	–	0.04%	228
2024 Q1	$281K	Buy	3,178 +7	+0.2%	+$597	0.04%	223
2023 Q4	$281K	Buy	3,171 +42	+1%	+$3.3K	0.04%	204
2023 Q3	$241K	Buy	3,129 +13	+0.4%	+$1.07K	0.04%	219
2023 Q2	$256K	Hold	3,116	–	–	0.04%	212
2023 Q1	$252K	Buy	3,116 +8	+0.3%	+$674	0.04%	211
2022 Q4	$244K	Buy	3,108 +38	+1%	+$3.03K	0.05%	205
2022 Q3	$219K	Buy	+3,070	New	+$246K	0.05%	205

Other funds holding VIOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Cahill Financial Advisors's VIOV Position: Q1 2026 in Review

Cahill Financial Advisors increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.18% in Q1 2026, buying an estimated $416 and bringing the position to 2,243 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #271.

Cahill Financial Advisors first reported a position in VIOV in Q3 2022 and has held it in 15 quarters since. The position peaked at $311K in Q3 2025. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Cahill Financial Advisors held 2,243 shares of Vanguard S&P Small-Cap 600 Value ETF worth $228K as of Q1 2026.
Cahill Financial Advisors bought 4 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $416.
Vanguard S&P Small-Cap 600 Value ETF made up 0.02% of Cahill Financial Advisors's portfolio in Q1 2026, its #271 holding.
Cahill Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2022 and has held it in 15 quarters since.
Cahill Financial Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $311K in Q3 2025.
214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.