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

Genesis Financial Group’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 		$217K Buy
2,135
+10
+0.5% +$1.04K 0.14% 94
2025
Q4 		$208K Buy
+2,125
New +$205K 0.12% 97

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 $4.05B AUM 19.01% 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 $1.5B AUM 19.48% 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 $535B AUM 26.23% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

Genesis Financial Group's VIOV Position: Q1 2026 in Review

Genesis Financial Group increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.47% in Q1 2026, buying an estimated $1.04K and bringing the position to 2,135 shares worth $217K. The position accounts for 0.14% of the portfolio, ranked #94.

Genesis Financial Group first reported a position in VIOV in Q4 2025 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Genesis Financial Group held 2,135 shares of Vanguard S&P Small-Cap 600 Value ETF worth $217K as of Q1 2026.
  • Genesis Financial Group bought 10 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $1.04K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.14% of Genesis Financial Group's portfolio in Q1 2026, its #94 holding.
  • Genesis Financial Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 215 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.