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

Code Waechter’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	$3.5M	Sell	29,864 -46,223	-61%	-$5.12M	1.81%	14
2026 Q1	$7.74M	Buy	76,087 +2,422	+3%	+$252K	4.6%	5
2025 Q4	$7.2M	Buy	73,665 +1,007	+1%	+$97.1K	4.62%	5
2025 Q3	$6.88M	Buy	72,658 +3,488	+5%	+$319K	4.49%	5
2025 Q2	$5.92M	Buy	+69,170	New	+$5.62M	4.21%	5

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

CIA

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

CAI

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

Code Waechter's VIOV Position: Q2 2026 in Review

Code Waechter reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 61% in Q2 2026, selling an estimated $5.12M and leaving 29,864 shares worth $3.5M. The position accounts for 1.81% of the portfolio, ranked #14.

Code Waechter first reported a position in VIOV in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.74M in Q1 2026. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Code Waechter held 29,864 shares of Vanguard S&P Small-Cap 600 Value ETF worth $3.5M as of Q2 2026.
Code Waechter sold 46,223 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $5.12M.
Vanguard S&P Small-Cap 600 Value ETF made up 1.81% of Code Waechter's portfolio in Q2 2026, its #14 holding.
Code Waechter first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 5 quarters since.
Code Waechter's Vanguard S&P Small-Cap 600 Value ETF position peaked at $7.74M in Q1 2026.
222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.