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

Farther Finance 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	$603K	Sell	5,143 -162	-3%	-$17.9K	﹤0.01%	1424
2026 Q1	$540K	Sell	5,305 -845	-14%	-$87.8K	0.01%	1343
2025 Q4	$601K	Sell	6,150 -372	-6%	-$35.9K	0.01%	1186
2025 Q3	$621K	Buy	6,522 +3,164	+94%	+$290K	0.01%	961
2025 Q2	$287K	Sell	3,358 -1,207	-26%	-$98.1K	0.01%	1217
2025 Q1	$383K	Buy	4,565 +4,284	+1,525%	+$389K	0.01%	920
2024 Q4	$26.2K	Buy	281 +261	+1,305%	+$24.9K	﹤0.01%	1966
2024 Q3	$1.85K	Sell	20 -162	-89%	-$14.5K	﹤0.01%	3023
2024 Q2	$15.1K	Hold	182	–	–	﹤0.01%	1889
2024 Q1	$15.9K	Buy	182 +166	+1,038%	+$14.2K	﹤0.01%	1566
2023 Q4	$1.42K	Hold	16	–	–	﹤0.01%	2581
2023 Q3	$1.23K	Hold	16	–	–	﹤0.01%	2015
2023 Q2	$1.31K	Buy	+16	New	+$1.26K	﹤0.01%	1893

Other funds holding VIOV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Farther Finance Advisors's VIOV Position: Q2 2026 in Review

Farther Finance Advisors reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 3.1% in Q2 2026, selling an estimated $17.9K and leaving 5,143 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Farther Finance Advisors first reported a position in VIOV in Q2 2023 and has held it in 13 quarters since. The position peaked at $621K in Q3 2025. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Farther Finance Advisors held 5,143 shares of Vanguard S&P Small-Cap 600 Value ETF worth $603K as of Q2 2026.
Farther Finance Advisors sold 162 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $17.9K.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1424 holding.
Farther Finance Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2023 and has held it in 13 quarters since.
Farther Finance Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $621K in Q3 2025.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.