Chicago Partners Investment Group’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Chicago Partners Investment Group’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	-4,099	Closed	-$380K	–	994
2024 Q4	$380K	Buy	4,099 +495	+14%	+$47.2K	0.01%	584
2024 Q3	$328K	Buy	3,604 +20	+0.6%	+$1.79K	0.01%	597
2024 Q2	$334K	Buy	3,584 +42	+1%	+$3.56K	0.01%	563
2024 Q1	$299K	Buy	3,542 +9	+0.3%	+$768	0.01%	567
2023 Q4	$300K	Buy	3,533 +202	+6%	+$15.9K	0.01%	543
2023 Q3	$241K	Buy	+3,331	New	+$274K	0.01%	561

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chicago Partners Investment Group's VIOV Position: Q1 2025 in Review

Chicago Partners Investment Group sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2025, closing a stake of 4,099 shares — an estimated $380K sold.

Chicago Partners Investment Group first reported a position in VIOV in Q3 2023 and held it in 6 quarters. The position peaked at $380K in Q4 2024. 179 funds tracked by Wall St. Rank hold VIOV as of Q1 2025.

Chicago Partners Investment Group reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
Chicago Partners Investment Group sold 4,099 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $380K.
Chicago Partners Investment Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2023 and held it in 6 quarters.
Chicago Partners Investment Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $380K 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 Chicago Partners Investment Group's 13F filing for Q1 2025, filed 9 May 2025.