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
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 $1.66T AUM 25.57% 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 $1.34B AUM 15.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Global Retirement Partners's VIOV Position: Q4 2025 in Review

Global Retirement Partners increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 2.9% in Q4 2025, buying an estimated $113K and bringing the position to 40,995 shares worth $4.01M. The position accounts for 0.07% of the portfolio, ranked #252.

Global Retirement Partners first reported a position in VIOV in Q1 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold VIOV as of Q4 2025.

Global Retirement Partners held 40,995 shares of Vanguard S&P Small-Cap 600 Value ETF worth $4.01M as of Q4 2025.
Global Retirement Partners bought 1,169 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $113K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.07% of Global Retirement Partners's portfolio in Q4 2025, its #252 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 11 quarters since.
212 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.