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

Fiduciary Advisors Inc’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	$27.8K	Buy	237 +1	+0.4%	+$111	0.02%	73
2026 Q1	$24K	Buy	236 +1	+0.4%	+$104	0.02%	76
2025 Q4	$23K	Buy	235 +1	+0.4%	+$96	0.02%	76
2025 Q3	$22.3K	Hold	234	–	–	0.02%	67
2025 Q2	$20K	Hold	234	–	–	0.02%	71
2025 Q1	$19.6K	Hold	234	–	–	0.02%	68
2024 Q4	$21.8K	Buy	+234	New	+$22.3K	0.02%	68

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Fiduciary Advisors Inc's VIOV Position: Q2 2026 in Review

Fiduciary Advisors Inc increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.42% in Q2 2026, buying an estimated $111 and bringing the position to 237 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #73.

Fiduciary Advisors Inc first reported a position in VIOV in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Fiduciary Advisors Inc held 237 shares of Vanguard S&P Small-Cap 600 Value ETF worth $27.8K as of Q2 2026.
Fiduciary Advisors Inc bought 1 Vanguard S&P Small-Cap 600 Value ETF share in Q2 2026, an estimated $111.
Vanguard S&P Small-Cap 600 Value ETF made up 0.02% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #73 holding.
Fiduciary Advisors Inc first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 7 quarters since.
71 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.