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

Hegarty 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 		$4.96M Buy
42,261
+2,464
+6% +$273K 3.41% 8
2026
Q1 		$4.05M Buy
39,797
+3,129
+9% +$325K 3.19% 9
2025
Q4 		$3.59M Buy
+36,668
New +$3.54M 3.11% 8

Other funds holding VIOV

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Hegarty Advisors's VIOV Position: Q2 2026 in Review

Hegarty Advisors increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 6.2% in Q2 2026, buying an estimated $273K and bringing the position to 42,261 shares worth $4.96M. The position accounts for 3.41% of the portfolio, ranked #8.

Hegarty Advisors first reported a position in VIOV in Q4 2025 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Hegarty Advisors held 42,261 shares of Vanguard S&P Small-Cap 600 Value ETF worth $4.96M as of Q2 2026.
  • Hegarty Advisors bought 2,464 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $273K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 3.41% of Hegarty Advisors's portfolio in Q2 2026, its #8 holding.
  • Hegarty Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.