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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
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
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
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

Capital Investment Advisory Services's VIOV Position: Q1 2026 in Review

Capital Investment Advisory Services held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q1 2026 at 38 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Capital Investment Advisory Services first reported a position in VIOV in Q2 2024 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Capital Investment Advisory Services held 38 shares of Vanguard S&P Small-Cap 600 Value ETF worth $3.89K as of Q1 2026.
  • Capital Investment Advisory Services left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #1129 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 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.