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Financial Consulate’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Financial Consulate’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
Q1 		– Sell
-1,344
Closed -$131K – 1491
2025
Q4 		$131K Buy
1,344
+8
+0.6% +$772 0.02% 205
2025
Q3 		$127K Buy
+1,336
New +$122K 0.02% 203

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Financial Consulate's VIOV Position: Q1 2026 in Review

Financial Consulate sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2026, closing a stake of 1,344 shares — an estimated $131K sold.

Financial Consulate first reported a position in VIOV in Q3 2025 and held it in 2 quarters. The position peaked at $131K in Q4 2025. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Financial Consulate reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Consulate sold 1,344 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $131K.
  • Financial Consulate first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2025 and held it in 2 quarters.
  • Financial Consulate's Vanguard S&P Small-Cap 600 Value ETF position peaked at $131K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.