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
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 $1.66T 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

Focus Partners Wealth's VIOV Position: Q1 2026 in Review

Focus Partners Wealth increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 2.7% in Q1 2026, buying an estimated $22.9K and bringing the position to 8,508 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Focus Partners Wealth first reported a position in VIOV in Q2 2025 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Focus Partners Wealth held 8,508 shares of Vanguard S&P Small-Cap 600 Value ETF worth $866K as of Q1 2026.
  • Focus Partners Wealth bought 220 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $22.9K.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1683 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 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.