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VIOV icon

Harbour Investments’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Harbour Investments’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 		$95K Buy
810
+118
+17% +$13.1K ﹤0.01% 2029
2026
Q1 		$70.4K Buy
692
+64
+10% +$6.65K ﹤0.01% 2149
2025
Q4 		$61.4K Buy
628
+486
+342% +$46.9K ﹤0.01% 1867
2025
Q3 		$13.5K Buy
142
+10
+8% +$915 ﹤0.01% 2538
2025
Q2 		$11.3K Hold
132
– – ﹤0.01% 2513
2025
Q1 		$11.1K Hold
132
– – ﹤0.01% 2474
2024
Q4 		$12.3K Hold
132
– – ﹤0.01% 2343
2024
Q3 		$12.2K Buy
132
+102
+340% +$9.11K ﹤0.01% 2269
2024
Q2 		$2.51K Hold
30
– – ﹤0.01% 2749
2024
Q1 		$2.65K Hold
30
– – ﹤0.01% 2694
2023
Q4 		$2.65K Sell
30
-237
-89% -$18.6K ﹤0.01% 2606
2023
Q3 		$20.6K Buy
267
+1
+0.4% +$82 ﹤0.01% 1735
2023
Q2 		$21.9K Hold
266
– – ﹤0.01% 1730
2023
Q1 		$21.5K Hold
266
– – ﹤0.01% 1713
2022
Q4 		$20.9K Buy
266
+4
+2% +$319 ﹤0.01% 1658
2022
Q3 		$20K Hold
262
– – ﹤0.01% 1653
2022
Q2 		$20K Buy
+262
New +$21.7K ﹤0.01% 1653
2021
Q4 		$24K Sell
262
-1,864
-88% -$169K ﹤0.01% 1597
2021
Q3 		$185K Sell
2,126
-194
-8% -$16.9K 0.01% 1065
2021
Q2 		$212K Sell
2,320
-312
-12% -$28.2K 0.01% 1016
2021
Q1 		$229K Buy
+2,632
New +$215K 0.01% 909

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
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
SC
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
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

Harbour Investments's VIOV Position: Q2 2026 in Review

Harbour Investments increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 17% in Q2 2026, buying an estimated $13.1K and bringing the position to 810 shares worth $95K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Harbour Investments first reported a position in VIOV in Q1 2021 and has held it in 21 quarters since. The position peaked at $229K in Q1 2021. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Harbour Investments held 810 shares of Vanguard S&P Small-Cap 600 Value ETF worth $95K as of Q2 2026.
  • Harbour Investments bought 118 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $13.1K.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2029 holding.
  • Harbour Investments first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Vanguard S&P Small-Cap 600 Value ETF position peaked at $229K in Q1 2021.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.