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Heartwood Wealth Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Heartwood Wealth 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
Q3 		$387K Hold
3,514
– – 0.03% 158
2026
Q2 		$412K Buy
3,514
+628
+22% +$69.6K 0.03% 156
2026
Q1 		$294K Buy
2,886
+284
+11% +$29.5K 0.03% 178
2025
Q4 		$254K Hold
2,602
– – 0.02% 178
2025
Q3 		$248K Buy
+2,602
New +$238K 0.02% 180

Other funds holding VIOV

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Heartwood Wealth Advisors's VIOV Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q3 2026 at 3,514 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #158.

Heartwood Wealth Advisors first reported a position in VIOV in Q3 2025 and has held it in 5 quarters since. The position peaked at $412K in Q2 2026. 9 funds tracked by Wall St. Rank hold VIOV as of Q3 2026.

  • Heartwood Wealth Advisors held 3,514 shares of Vanguard S&P Small-Cap 600 Value ETF worth $387K as of Q3 2026.
  • Heartwood Wealth Advisors left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q3 2026.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #158 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2025 and has held it in 5 quarters since.
  • Heartwood Wealth Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $412K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.