Inman Jager Wealth Management’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Inman Jager Wealth Management’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 Q1	$2.49M	Sell	24,479 -186	-0.8%	-$19.3K	1.46%	22
2025 Q4	$2.41M	Buy	24,665 +1,354	+6%	+$131K	1.48%	19
2025 Q3	$2.22M	Buy	23,311 +1,332	+6%	+$122K	1.42%	18
2025 Q2	$1.88M	Buy	21,979 +5,180	+31%	+$421K	1.27%	20
2025 Q1	$1.41M	Buy	16,799 +4,838	+40%	+$439K	1.06%	31
2024 Q4	$1.12M	Buy	+11,961	New	+$1.14M	0.87%	33

Other funds holding VIOV

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

NEWAS

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

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

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

GFA

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

Inman Jager Wealth Management's VIOV Position: Q1 2026 in Review

Inman Jager Wealth Management reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.75% in Q1 2026, selling an estimated $19.3K and leaving 24,479 shares worth $2.49M. The position accounts for 1.46% of the portfolio, ranked #22.

Inman Jager Wealth Management first reported a position in VIOV in Q4 2024 and has held it in 6 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Inman Jager Wealth Management held 24,479 shares of Vanguard S&P Small-Cap 600 Value ETF worth $2.49M as of Q1 2026.
Inman Jager Wealth Management sold 186 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $19.3K.
Vanguard S&P Small-Cap 600 Value ETF made up 1.46% of Inman Jager Wealth Management's portfolio in Q1 2026, its #22 holding.
Inman Jager Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 6 quarters since.
214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Inman Jager Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.