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Carolinas Wealth Consulting’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Carolinas Wealth Consulting’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
2025
Q1 		– Sell
-1,805
Closed -$168K – 1095
2024
Q4 		$168K Buy
1,805
+19
+1% +$1.81K 0.03% 198
2024
Q3 		$166K Buy
1,786
+10
+0.6% +$893 0.03% 203
2024
Q2 		$149K Buy
1,776
+1
+0.1% +$85 0.03% 211
2024
Q1 		$157K Buy
1,775
+4
+0.2% +$341 0.03% 200
2023
Q4 		$157K Sell
1,771
-195
-10% -$15.3K 0.03% 183
2023
Q3 		$142K Buy
1,966
+17
+0.9% +$1.4K 0.04% 183
2023
Q2 		$161K Hold
1,949
– – 0.03% 197
2023
Q1 		$157K Buy
1,949
+5
+0.3% +$421 0.03% 199
2022
Q4 		$153K Buy
1,944
+230
+13% +$18.3K 0.03% 199
2022
Q3 		$123K Hold
1,714
– – 0.03% 209
2022
Q2 		$132K Buy
1,714
+6
+0.4% +$498 0.03% 207
2022
Q1 		$151K Buy
1,708
+4
+0.2% +$352 0.03% 206
2021
Q4 		$154K Buy
1,704
+16
+0.9% +$1.45K 0.03% 211
2021
Q3 		$148K Buy
1,688
+2
+0.1% +$175 0.03% 196
2021
Q2 		$154K Buy
1,686
+4
+0.2% +$362 0.03% 205
2021
Q1 		$146K Buy
1,682
+4
+0.2% +$327 0.04% 210
2020
Q4 		$118K Buy
1,678
+10
+0.6% +$630 0.03% 211
2020
Q3 		$89K Buy
1,668
+6
+0.4% +$327 0.03% 210
2020
Q2 		$87K Buy
1,662
+8
+0.5% +$389 0.03% 160
2020
Q1 		$72K Buy
1,654
+1,570
+1,869% +$93.9K 0.04% 118
2019
Q4 		$5K Buy
+84
New +$5.62K 0.01% 81

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carolinas Wealth Consulting's VIOV Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2025, closing a stake of 1,805 shares — an estimated $168K sold.

Carolinas Wealth Consulting first reported a position in VIOV in Q4 2019 and held it in 21 quarters. The position peaked at $168K in Q4 2024. 179 funds tracked by Wall St. Rank hold VIOV as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,805 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $168K.
  • Carolinas Wealth Consulting first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2019 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Vanguard S&P Small-Cap 600 Value ETF position peaked at $168K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.