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

Family Wealth Partners’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	$1.24M	Sell	10,533 -26	-0.2%	-$2.88K	0.38%	39
2026 Q1	$1.07M	Buy	10,559 +6	+0.1%	+$623	0.37%	38
2025 Q4	$1.03M	Buy	10,553 +42	+0.4%	+$4.05K	0.37%	39
2025 Q3	$1M	Buy	10,511 +430	+4%	+$39.4K	0.38%	36
2025 Q2	$863K	Buy	+10,081	New	+$819K	0.35%	35

Other funds holding VIOV

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Family Wealth Partners's VIOV Position: Q2 2026 in Review

Family Wealth Partners reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.25% in Q2 2026, selling an estimated $2.88K and leaving 10,533 shares worth $1.24M. The position accounts for 0.38% of the portfolio, ranked #39.

Family Wealth Partners first reported a position in VIOV in Q2 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Family Wealth Partners held 10,533 shares of Vanguard S&P Small-Cap 600 Value ETF worth $1.24M as of Q2 2026.
Family Wealth Partners sold 26 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.88K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.38% of Family Wealth Partners's portfolio in Q2 2026, its #39 holding.
Family Wealth Partners first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 5 quarters since.
84 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.