Focus Partners Wealth
VIOV icon

Focus Partners Wealth’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Focus Partners Wealth’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 		$972K Sell
8,288
-220
-3% -$24.4K ﹤0.01% 1661
2026
Q1 		$866K Buy
8,508
+220
+3% +$22.9K ﹤0.01% 1683
2025
Q4 		$810K Buy
8,288
+397
+5% +$38.3K ﹤0.01% 1730
2025
Q3 		$751K Hold
7,891
– – ﹤0.01% 1421
2025
Q2 		$675K Buy
+7,891
New +$641K ﹤0.01% 1296

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

Focus Partners Wealth's VIOV Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 2.6% in Q2 2026, selling an estimated $24.4K and leaving 8,288 shares worth $972K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Focus Partners Wealth first reported a position in VIOV in Q2 2025 and has held it in 5 quarters since. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Focus Partners Wealth held 8,288 shares of Vanguard S&P Small-Cap 600 Value ETF worth $972K as of Q2 2026.
  • Focus Partners Wealth sold 220 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $24.4K.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1661 holding.
  • Focus Partners Wealth first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.