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

Financial Management Professionals’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 Q3	$880	Sell	8 -74	-90%	-$8.63K	﹤0.01%	869
2026 Q2	$9.6K	Hold	82	–	–	﹤0.01%	597
2026 Q1	$8.34K	Hold	82	–	–	﹤0.01%	564
2025 Q4	$8.02K	Hold	82	–	–	﹤0.01%	561
2025 Q3	$7.81K	Sell	82 -14	-15%	-$1.28K	﹤0.01%	551
2025 Q2	$8.22K	Hold	96	–	–	﹤0.01%	567
2025 Q1	$8.06K	Hold	96	–	–	﹤0.01%	562
2024 Q4	$8.96K	Hold	96	–	–	﹤0.01%	527
2024 Q3	$9K	Sell	96 -4	-4%	-$357	﹤0.01%	543
2024 Q2	$8K	Hold	100	–	–	﹤0.01%	524
2024 Q1	$9K	Hold	100	–	–	﹤0.01%	565
2023 Q4	$9K	Hold	100	–	–	﹤0.01%	562
2023 Q3	$8K	Hold	100	–	–	﹤0.01%	537
2023 Q2	$8K	Hold	100	–	–	﹤0.01%	589
2023 Q1	$8K	Hold	100	–	–	﹤0.01%	612
2022 Q4	$8K	Hold	100	–	–	﹤0.01%	552
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	556
2022 Q2	$8K	Sell	100 -4	-4%	-$332	﹤0.01%	546
2022 Q1	$9K	Sell	104 -28	-21%	-$2.47K	﹤0.01%	553
2021 Q4	$12K	Sell	132 -152	-54%	-$13.8K	﹤0.01%	451
2021 Q3	$25K	Sell	284 -94,486	-100%	-$8.25M	0.01%	303
2021 Q2	$8.64M	Sell	94,770 -21,174	-18%	-$1.91M	2.22%	13
2021 Q1	$10.1M	Sell	115,944 -31,874	-22%	-$2.61M	2.7%	10
2020 Q4	$10.4M	Sell	147,818 -3,858	-3%	-$243K	2.91%	10
2020 Q3	$8.05M	Sell	151,676 -17,714	-10%	-$965K	2.87%	9
2020 Q2	$8.84M	Buy	169,390 +8,622	+5%	+$419K	3.05%	8
2020 Q1	$6.95M	Buy	+160,768	New	+$9.6M	2.95%	8

Other funds holding VIOV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Financial Management Professionals's VIOV Position: Q3 2026 in Review

Financial Management Professionals reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 90% in Q3 2026, selling an estimated $8.63K and leaving 8 shares worth $880. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Financial Management Professionals first reported a position in VIOV in Q1 2020 and has held it in 27 quarters since. The position peaked at $10.4M in Q4 2020. 98 funds tracked by Wall St. Rank hold VIOV as of Q3 2026.

Financial Management Professionals held 8 shares of Vanguard S&P Small-Cap 600 Value ETF worth $880 as of Q3 2026.
Financial Management Professionals sold 74 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $8.63K.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #869 holding.
Financial Management Professionals first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 27 quarters since.
Financial Management Professionals's Vanguard S&P Small-Cap 600 Value ETF position peaked at $10.4M in Q4 2020.
98 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.