CIA
VIOV icon

Concurrent Investment Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Concurrent Investment Advisors’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 		$19.6M Buy
192,669
+13,901
+8% +$1.44M 0.21% 102
2025
Q4 		$17.5M Buy
+178,768
New +$17.2M 0.2% 108

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
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
Wellington Management Group
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
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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Concurrent Investment Advisors's VIOV Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 7.8% in Q1 2026, buying an estimated $1.44M and bringing the position to 192,669 shares worth $19.6M. The position accounts for 0.21% of the portfolio, ranked #102.

Concurrent Investment Advisors first reported a position in VIOV in Q4 2025 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Concurrent Investment Advisors held 192,669 shares of Vanguard S&P Small-Cap 600 Value ETF worth $19.6M as of Q1 2026.
  • Concurrent Investment Advisors bought 13,901 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $1.44M.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.21% of Concurrent Investment Advisors's portfolio in Q1 2026, its #102 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.