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

IFP 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	$53.9K	Buy	+490	New	+$57.1K	﹤0.01%	2350
2024 Q1	–	Sell	-190	Closed	-$16.8K	–	3247
2023 Q4	$16.8K	Hold	190	–	–	﹤0.01%	1986
2023 Q3	$14.6K	Hold	190	–	–	﹤0.01%	2097
2023 Q2	$15.6K	Sell	190 -70	-27%	-$5.53K	﹤0.01%	2128
2023 Q1	$36.7K	Sell	260 -70	-21%	-$5.9K	﹤0.01%	1733
2022 Q4	$23K	Sell	330 -200	-38%	-$15.9K	﹤0.01%	2795
2022 Q3	$38K	Buy	530 +140	+36%	+$11.2K	﹤0.01%	2599
2022 Q2	$28K	Hold	390	–	–	﹤0.01%	2593
2022 Q1	$28K	Hold	390	–	–	﹤0.01%	2591
2021 Q4	$35K	Hold	390	–	–	﹤0.01%	1705
2021 Q3	$34K	Hold	390	–	–	﹤0.01%	1751
2021 Q2	$36K	Hold	390	–	–	﹤0.01%	1669
2021 Q1	$34K	Hold	390	–	–	﹤0.01%	1612
2020 Q4	$27K	Hold	390	–	–	﹤0.01%	1686
2020 Q3	$21K	Hold	390	–	–	﹤0.01%	1632
2020 Q2	$20K	Hold	390	–	–	﹤0.01%	1575
2020 Q1	$17K	Buy	390 +100	+34%	+$5.98K	﹤0.01%	1565
2019 Q4	$20K	Hold	290	–	–	﹤0.01%	1622
2019 Q3	$19K	Buy	+290	New	+$18.4K	﹤0.01%	1796
2019 Q1	–	Sell	-290	Closed	-$16K	–	3424
2018 Q4	$16K	Sell	290 -954	-77%	-$61.1K	﹤0.01%	2265
2018 Q3	$90K	Buy	1,244 +2	+0.2%	+$146	﹤0.01%	1549
2018 Q2	$88K	Buy	1,242 +292	+31%	+$20.1K	﹤0.01%	1551
2018 Q1	$63K	Hold	950	–	–	﹤0.01%	1679
2017 Q4	$63K	Hold	950	–	–	﹤0.01%	1696
2017 Q3	$61K	Hold	950	–	–	﹤0.01%	1874
2017 Q2	$58K	Sell	950 -110	-10%	-$6.55K	﹤0.01%	1867
2017 Q1	$63K	Hold	1,060	–	–	﹤0.01%	1790
2016 Q4	$64K	Buy	1,060 +660	+165%	+$37.2K	﹤0.01%	1740
2016 Q3	$22K	Hold	400	–	–	﹤0.01%	2356
2016 Q2	$20K	Buy	+400	New	+$19.8K	﹤0.01%	2347
2016 Q1	–	Sell	-400	Closed	-$19K	–	3430
2015 Q4	$19K	Buy	+400	New	+$19.1K	﹤0.01%	2198

Other funds holding VIOV

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

IFP Advisors's VIOV Position: Q3 2026 in Review

IFP Advisors opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2026: 490 shares worth $53.9K. The stake represents ﹤0.01% of the portfolio and ranks #2350 among its holdings. This is a return to the name: IFP Advisors previously reported a position in VIOV as recently as Q4 2023.

IFP Advisors first reported a position in VIOV in Q4 2015 and has held it in 31 quarters since. The position peaked at $90K in Q3 2018. 79 funds tracked by Wall St. Rank hold VIOV as of Q3 2026.

IFP Advisors held 490 shares of Vanguard S&P Small-Cap 600 Value ETF worth $53.9K as of Q3 2026.
Vanguard S&P Small-Cap 600 Value ETF was a new IFP Advisors position in Q3 2026.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2350 holding.
IFP Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2015 and has held it in 31 quarters since.
IFP Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $90K in Q3 2018.
79 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.