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

Financial Freedom LLC’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 		– Sell
-258
Closed -$26.2K – 383
2026
Q1 		$26.2K Sell
258
-1,205
-82% -$125K 0.01% 211
2025
Q4 		$143K Buy
1,463
+6
+0.4% +$579 0.07% 118
2025
Q3 		$139K Buy
1,457
+7
+0.5% +$641 0.07% 121
2025
Q2 		$124K Sell
1,450
-590
-29% -$47.9K 0.07% 126
2025
Q1 		$171K Sell
2,040
-2,730
-57% -$248K 0.1% 107
2024
Q4 		$445K Sell
4,770
-1,011
-17% -$96.4K 0.23% 64
2024
Q3 		$535K Sell
5,781
-307
-5% -$27.4K 0.28% 57
2024
Q2 		$509K Sell
6,088
-241
-4% -$20.4K 0.29% 56
2024
Q1 		$560K Buy
6,329
+8
+0.1% +$682 0.33% 52
2023
Q4 		$559K Sell
6,321
-747
-11% -$58.7K 0.36% 55
2023
Q3 		$545K Buy
7,068
+18
+0.3% +$1.48K 0.39% 48
2023
Q2 		$579K Hold
7,050
– – 0.41% 47
2023
Q1 		$569K Buy
7,050
+10
+0.1% +$843 0.41% 42
2022
Q4 		$553K Buy
+7,040
New +$561K 0.37% 41

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
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
SC
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
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

Financial Freedom LLC's VIOV Position: Q2 2026 in Review

Financial Freedom LLC sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026, closing a stake of 258 shares — an estimated $26.2K sold.

Financial Freedom LLC first reported a position in VIOV in Q4 2022 and held it in 14 quarters. The position peaked at $579K in Q2 2023. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Financial Freedom LLC reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 258 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $26.2K.
  • Financial Freedom LLC first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's Vanguard S&P Small-Cap 600 Value ETF position peaked at $579K in Q2 2023.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.