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

Howe & Rusling’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
2025
Q4 		– Sell
-787
Closed -$74.9K – 508
2025
Q3 		$74.9K Sell
787
-388
-33% -$35.5K 0.01% 331
2025
Q2 		$101K Hold
1,175
– – 0.01% 315
2025
Q1 		$98.6K Sell
1,175
-187
-14% -$17K 0.01% 299
2024
Q4 		$127K Buy
+1,362
New +$130K 0.01% 269

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 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 $761M AUM 18.73% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Howe & Rusling's VIOV Position: Q4 2025 in Review

Howe & Rusling sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2025, closing a stake of 787 shares — an estimated $74.9K sold.

Howe & Rusling first reported a position in VIOV in Q4 2024 and held it in 4 quarters. The position peaked at $127K in Q4 2024. 212 funds tracked by Wall St. Rank hold VIOV as of Q4 2025.

  • Howe & Rusling reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Howe & Rusling sold 787 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $74.9K.
  • Howe & Rusling first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and held it in 4 quarters.
  • Howe & Rusling's Vanguard S&P Small-Cap 600 Value ETF position peaked at $127K in Q4 2024.
  • 212 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Howe & Rusling's 13F filing for Q4 2025, filed 17 Feb 2026.