Capital Investment Advisory Services’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Capital Investment Advisory Services’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	$34.5K	Buy	294 +256	+674%	+$28.4K	﹤0.01%	1004
2026 Q1	$3.89K	Hold	38	–	–	﹤0.01%	1129
2025 Q4	$3.72K	Hold	38	–	–	﹤0.01%	1089
2025 Q3	$3.61K	Buy	+38	New	+$3.48K	﹤0.01%	1026
2024 Q3	–	Sell	-37	Closed	-$3.08K	–	1005
2024 Q2	$3.08K	Buy	+37	New	+$3.13K	﹤0.01%	900

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

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Capital Investment Advisory Services's VIOV Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 674% in Q2 2026, buying an estimated $28.4K and bringing the position to 294 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Capital Investment Advisory Services first reported a position in VIOV in Q2 2024 and has held it in 5 quarters since. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Capital Investment Advisory Services held 294 shares of Vanguard S&P Small-Cap 600 Value ETF worth $34.5K as of Q2 2026.
Capital Investment Advisory Services bought 256 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $28.4K.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1004 holding.
Capital Investment Advisory Services first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2024 and has held it in 5 quarters since.
222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.