Envestnet Portfolio Solutions
VIOV icon

Envestnet Portfolio Solutions’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Envestnet Portfolio Solutions’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 		$829K Sell
7,064
-3,585
-34% -$397K ﹤0.01% 785
2026
Q1 		$1.08M Sell
10,649
-424
-4% -$44.1K 0.01% 609
2025
Q4 		$1.08M Buy
11,073
+799
+8% +$77.1K ﹤0.01% 726
2025
Q3 		$978K Buy
10,274
+1,693
+20% +$155K ﹤0.01% 749
2025
Q2 		$734K Buy
8,581
+27
+0.3% +$2.19K ﹤0.01% 926
2025
Q1 		$718K Buy
8,554
+5,755
+206% +$522K ﹤0.01% 913
2024
Q4 		$261K Buy
2,799
+392
+16% +$37.4K ﹤0.01% 1566
2024
Q3 		$223K Buy
+2,407
New +$215K ﹤0.01% 1590
2024
Q2 		– Sell
-2,573
Closed -$228K – 1698
2024
Q1 		$228K Sell
2,573
-679
-21% -$57.9K ﹤0.01% 1499
2023
Q4 		$288K Sell
3,252
-474
-13% -$37.3K ﹤0.01% 1319
2023
Q3 		$287K Buy
+3,726
New +$306K ﹤0.01% 1250

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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 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

Envestnet Portfolio Solutions's VIOV Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 34% in Q2 2026, selling an estimated $397K and leaving 7,064 shares worth $829K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Envestnet Portfolio Solutions first reported a position in VIOV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q1 2026. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Envestnet Portfolio Solutions held 7,064 shares of Vanguard S&P Small-Cap 600 Value ETF worth $829K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 3,585 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $397K.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #785 holding.
  • Envestnet Portfolio Solutions first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1.08M in Q1 2026.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.