BFC Planning, Inc.’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

BFC Planning, Inc.’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	$94.1K	Buy	+802	New	+$88.8K	﹤0.01%	1266
2025 Q4	–	Sell	-67	Closed	-$6.4K	–	3330
2025 Q3	$6.4K	Hold	67	–	–	﹤0.01%	2101
2025 Q2	$5.72K	Hold	67	–	–	﹤0.01%	2011
2025 Q1	$5.59K	Buy	67 +1	+2%	+$91	﹤0.01%	1984
2024 Q4	$6.2K	Buy	+66	New	+$6.29K	﹤0.01%	1942

Other funds holding VIOV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

BFC Planning, Inc.'s VIOV Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026: 802 shares worth $94.1K. The stake represents ﹤0.01% of the portfolio and ranks #1266 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in VIOV as recently as Q3 2025.

BFC Planning, Inc. first reported a position in VIOV in Q4 2024 and has held it in 5 quarters since. 223 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

BFC Planning, Inc. held 802 shares of Vanguard S&P Small-Cap 600 Value ETF worth $94.1K as of Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF was a new BFC Planning, Inc. position in Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1266 holding.
BFC Planning, Inc. first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 5 quarters since.
223 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.