Independent Advisor Alliance’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Independent Advisor Alliance’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	–	Sell	-51,954	Closed	-$5.29M	–	1613
2026 Q1	$5.29M	Buy	+51,954	New	+$5.4M	0.06%	304
2025 Q1	–	Sell	-50,864	Closed	-$4.75M	–	1345
2024 Q4	$4.75M	Buy	+50,864	New	+$4.85M	0.06%	282
2022 Q1	–	Sell	-2,940	Closed	-$265K	–	740
2021 Q4	$265K	Sell	2,940 -4	-0.1%	-$363	0.01%	556
2021 Q3	$256K	Buy	+2,944	New	+$257K	0.01%	528

Other funds holding VIOV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Independent Advisor Alliance's VIOV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026, closing a stake of 51,954 shares — an estimated $5.29M sold.

Independent Advisor Alliance first reported a position in VIOV in Q3 2021 and held it in 4 quarters. The position peaked at $5.29M in Q1 2026. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 51,954 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $5.29M.
Independent Advisor Alliance first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2021 and held it in 4 quarters.
Independent Advisor Alliance's Vanguard S&P Small-Cap 600 Value ETF position peaked at $5.29M in Q1 2026.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.