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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
Q2 		$23.7M Buy
201,768
+9,099
+5% +$1.01M 0.2% 101
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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Concurrent Investment Advisors's VIOV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 4.7% in Q2 2026, buying an estimated $1.01M and bringing the position to 201,768 shares worth $23.7M. The position accounts for 0.2% of the portfolio, ranked #101.

Concurrent Investment Advisors first reported a position in VIOV in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Concurrent Investment Advisors held 201,768 shares of Vanguard S&P Small-Cap 600 Value ETF worth $23.7M as of Q2 2026.
  • Concurrent Investment Advisors bought 9,099 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.01M.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.2% of Concurrent Investment Advisors's portfolio in Q2 2026, its #101 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 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.