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

Global Retirement Partners’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	$4.78M	Buy	+40,708	New	+$4.51M	0.07%	244
2025 Q4	$4.01M	Buy	40,995 +1,169	+3%	+$113K	0.07%	252
2025 Q3	$3.79M	Buy	39,826 +1,228	+3%	+$112K	0.08%	213
2025 Q2	$3.3M	Buy	+38,598	New	+$3.14M	0.08%	224
2024 Q4	$3.46M	Sell	37,039 -517	-1%	-$49.3K	0.1%	197
2024 Q3	$3.47M	Buy	37,556 +862	+2%	+$77K	0.1%	184
2024 Q2	$3.07M	Buy	36,694 +477	+1%	+$40.4K	0.1%	204
2024 Q1	$3.2M	Buy	36,217 +4,758	+15%	+$406K	0.12%	173
2023 Q4	$2.63M	Buy	31,459 +116	+0.4%	+$9.12K	0.11%	182
2023 Q3	$2.33M	Sell	31,343 -49	-0.2%	-$4.03K	0.12%	165
2023 Q2	$2.58M	Buy	31,392 +4,420	+16%	+$349K	0.13%	153
2023 Q1	$2.07M	Buy	+26,972	New	+$2.27M	0.11%	185

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 $4.05B 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

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 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

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

Global Retirement Partners's VIOV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026: 40,708 shares worth $4.78M. The stake represents 0.07% of the portfolio and ranks #244 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VIOV as recently as Q4 2025.

Global Retirement Partners first reported a position in VIOV in Q1 2023 and has held it in 12 quarters since. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Global Retirement Partners held 40,708 shares of Vanguard S&P Small-Cap 600 Value ETF worth $4.78M as of Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF was a new Global Retirement Partners position in Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF made up 0.07% of Global Retirement Partners's portfolio in Q2 2026, its #244 holding.
Global Retirement Partners first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2023 and has held it in 12 quarters since.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.