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Glass Jacobson Investment Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Glass Jacobson Investment Advisors’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 		$60.9K Buy
519
+35
+7% +$3.88K 0.02% 307
2026
Q1 		$49.2K Buy
484
+48
+11% +$4.99K 0.02% 315
2025
Q4 		$42.7K Buy
436
+108
+33% +$10.4K 0.02% 327
2025
Q3 		$31.2K Sell
328
-309
-49% -$28.3K 0.01% 354
2025
Q2 		$54.5K Hold
637
– – 0.02% 284
2025
Q1 		$59.4K Hold
637
– – 0.02% 350
2024
Q4 		$59.4K Buy
637
+1
+0.2% +$95 0.02% 350
2024
Q3 		$58.8K Hold
636
– – 0.02% 342
2024
Q2 		$53.2K Sell
636
-134
-17% -$11.3K 0.02% 335
2024
Q1 		$68.1K Sell
770
-118
-13% -$10.1K 0.03% 312
2023
Q4 		$78.6K Buy
888
+131
+17% +$10.3K 0.03% 289
2023
Q3 		$58.4K Buy
757
+3
+0.4% +$247 0.03% 311
2023
Q2 		$61.9K Buy
+754
New +$59.6K 0.03% 310
2022
Q4 		$61K Buy
+776
New +$61.9K 0.03% 320

Other funds holding VIOV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Glass Jacobson Investment Advisors's VIOV Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 7.2% in Q2 2026, buying an estimated $3.88K and bringing the position to 519 shares worth $60.9K. The position accounts for 0.02% of the portfolio, ranked #307.

Glass Jacobson Investment Advisors first reported a position in VIOV in Q4 2022 and has held it in 14 quarters since. The position peaked at $78.6K in Q4 2023. 84 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Glass Jacobson Investment Advisors held 519 shares of Vanguard S&P Small-Cap 600 Value ETF worth $60.9K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 35 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $3.88K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #307 holding.
  • Glass Jacobson Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $78.6K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.