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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
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

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

Heartwood Wealth Advisors's VIOV Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 22% in Q2 2026, buying an estimated $69.6K and bringing the position to 3,514 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #156.

Heartwood Wealth Advisors first reported a position in VIOV in Q3 2025 and has held it in 4 quarters since. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Heartwood Wealth Advisors held 3,514 shares of Vanguard S&P Small-Cap 600 Value ETF worth $412K as of Q2 2026.
  • Heartwood Wealth Advisors bought 628 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $69.6K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #156 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 4 quarters since.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.