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Caliber Wealth Management (Kansas)’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Caliber Wealth Management (Kansas)’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 		$207K Buy
+1,761
New +$195K 0.02% 289

Other funds holding VIOV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
FBT
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s VIOV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026: 1,761 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #289 among its holdings.

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

  • Caliber Wealth Management (Kansas) held 1,761 shares of Vanguard S&P Small-Cap 600 Value ETF worth $207K as of Q2 2026.
  • Vanguard S&P Small-Cap 600 Value ETF was a new Caliber Wealth Management (Kansas) position in Q2 2026.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #289 holding.
  • 70 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.