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

EverSource Wealth 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
2025
Q3 		– Sell
-53
Closed -$4.54K – 4490
2025
Q2 		$4.54K Hold
53
– – ﹤0.01% 3200
2025
Q1 		$4.45K Hold
53
– – ﹤0.01% 2557
2024
Q4 		$4.95K Hold
53
– – ﹤0.01% 2354
2024
Q3 		$4.9K Sell
53
-35
-40% -$3.13K ﹤0.01% 2229
2024
Q2 		$8.24K Hold
88
– – ﹤0.01% 1963
2024
Q1 		$7.28K Sell
88
-124
-58% -$10.6K ﹤0.01% 1852
2023
Q4 		$18.8K Sell
212
-80
-27% -$6.29K ﹤0.01% 1264
2023
Q3 		$22.5K Sell
292
-150
-34% -$12.3K ﹤0.01% 1082
2023
Q2 		$36.3K Sell
442
-120
-21% -$9.48K ﹤0.01% 958
2023
Q1 		$45.4K Hold
562
– – 0.01% 823
2022
Q4 		$44.1K Sell
562
-212
-27% -$16.9K 0.01% 807
2022
Q3 		$55K Hold
774
– – 0.01% 614
2022
Q2 		$60K Sell
774
-112
-13% -$9.3K 0.02% 565
2022
Q1 		$78K Buy
886
+206
+30% +$18.1K 0.02% 391
2021
Q4 		$61K Buy
+680
New +$61.7K 0.02% 390

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
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 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

EverSource Wealth Advisors's VIOV Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2025, closing a stake of 53 shares — an estimated $4.54K sold.

EverSource Wealth Advisors first reported a position in VIOV in Q4 2021 and held it in 15 quarters. The position peaked at $78K in Q1 2022. 190 funds tracked by Wall St. Rank hold VIOV as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 53 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $4.54K.
  • EverSource Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2021 and held it in 15 quarters.
  • EverSource Wealth Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $78K in Q1 2022.
  • 190 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.