Hegarty Advisors
VIOV icon

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
Q3 		$4.93M Buy
44,793
+2,532
+6% +$295K 3.05% 9
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Hegarty Advisors's VIOV Position: Q3 2026 in Review

Hegarty Advisors increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 6% in Q3 2026, buying an estimated $295K and bringing the position to 44,793 shares worth $4.93M. The position accounts for 3.05% of the portfolio, ranked #9.

Hegarty Advisors first reported a position in VIOV in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.96M in Q2 2026. 137 funds tracked by Wall St. Rank hold VIOV as of Q3 2026.

  • Hegarty Advisors held 44,793 shares of Vanguard S&P Small-Cap 600 Value ETF worth $4.93M as of Q3 2026.
  • Hegarty Advisors bought 2,532 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $295K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 3.05% of Hegarty Advisors's portfolio in Q3 2026, its #9 holding.
  • Hegarty Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Hegarty Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $4.96M in Q2 2026.
  • 137 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.