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 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 $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

Code Waechter's VIOV Position: Q1 2026 in Review

Code Waechter increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 3.3% in Q1 2026, buying an estimated $252K and bringing the position to 76,087 shares worth $7.74M. The position accounts for 4.6% of the portfolio, ranked #5.

Code Waechter first reported a position in VIOV in Q2 2025 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Code Waechter held 76,087 shares of Vanguard S&P Small-Cap 600 Value ETF worth $7.74M as of Q1 2026.
Code Waechter bought 2,422 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $252K.
Vanguard S&P Small-Cap 600 Value ETF made up 4.6% of Code Waechter's portfolio in Q1 2026, its #5 holding.
Code Waechter first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2025 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 Code Waechter's 13F filing for Q1 2026, filed 15 Apr 2026.