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

Independent Financial Group’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
2023 Q4	–	Sell	-6,014	Closed	-$463K	–	1015
2023 Q3	$463K	Buy	6,014 +2,392	+66%	+$197K	0.03%	517
2023 Q2	$297K	Sell	3,622 -9,720	-73%	-$768K	0.02%	645
2023 Q1	$1.08M	Buy	13,342 +10,326	+342%	+$870K	0.09%	261
2022 Q4	$237K	Buy	+3,016	New	+$240K	0.02%	655
2022 Q1	–	Sell	-19,160	Closed	-$1.73M	–	862
2021 Q4	$1.73M	Buy	19,160 +42	+0.2%	+$3.81K	0.14%	147
2021 Q3	$1.66M	Buy	19,118 +2,598	+16%	+$227K	0.17%	121
2021 Q2	$1.51M	Sell	16,520 -1,022	-6%	-$92.4K	0.16%	145
2021 Q1	$1.53M	Buy	17,542 +206	+1%	+$16.8K	0.2%	122
2020 Q4	$1.22M	Buy	17,336 +80	+0.5%	+$5.04K	0.18%	142
2020 Q3	$916K	Buy	+17,256	New	+$940K	0.17%	139

Other funds holding VIOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Independent Financial Group's VIOV Position: Q4 2023 in Review

Independent Financial Group sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2023, closing a stake of 6,014 shares — an estimated $463K sold.

Independent Financial Group first reported a position in VIOV in Q3 2020 and held it in 10 quarters. The position peaked at $1.73M in Q4 2021. 161 funds tracked by Wall St. Rank hold VIOV as of Q4 2023.

Independent Financial Group reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2023 after selling out during the quarter.
Independent Financial Group sold 6,014 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2023, an estimated $463K.
Independent Financial Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2020 and held it in 10 quarters.
Independent Financial Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1.73M in Q4 2021.
161 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.