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

Centaurus Financial’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	$180K	Buy	1,767 +154	+10%	+$16K	0.01%	849
2025 Q4	$158K	Sell	1,613 -134	-8%	-$12.9K	0.01%	883
2025 Q3	$166K	Buy	+1,747	New	+$160K	0.01%	861
2021 Q1	–	Sell	-1,500	Closed	-$105K	–	883
2020 Q4	$105K	Buy	+1,500	New	+$94.5K	0.01%	746
2020 Q1	–	Sell	-1,500	Closed	-$104K	–	658
2019 Q4	$104K	Buy	+1,500	New	+$100K	0.01%	610
2018 Q3	–	Sell	-70	Closed	-$5K	–	1983
2018 Q2	$5K	Buy	+70	New	+$4.83K	﹤0.01%	1821

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

Centaurus Financial's VIOV Position: Q1 2026 in Review

Centaurus Financial increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 9.5% in Q1 2026, buying an estimated $16K and bringing the position to 1,767 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #849.

Centaurus Financial first reported a position in VIOV in Q2 2018 and has held it in 6 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Centaurus Financial held 1,767 shares of Vanguard S&P Small-Cap 600 Value ETF worth $180K as of Q1 2026.
Centaurus Financial bought 154 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $16K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #849 holding.
Centaurus Financial first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2018 and has held it in 6 quarters since.
214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.