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

JFS Wealth 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 Q2	$25.3K	Hold	216	–	–	﹤0.01%	710
2026 Q1	$22K	Hold	216	–	–	﹤0.01%	710
2025 Q4	$21.1K	Hold	216	–	–	﹤0.01%	734
2025 Q3	$20.6K	Hold	216	–	–	﹤0.01%	692
2025 Q2	$18.5K	Hold	216	–	–	﹤0.01%	671
2025 Q1	$18.1K	Hold	216	–	–	﹤0.01%	689
2024 Q4	$20.2K	Sell	216 -42,252	-99%	-$4.03M	﹤0.01%	644
2024 Q3	$3.93M	Hold	42,468	–	–	0.26%	64
2024 Q2	$3.55M	Buy	42,468 +23	+0.1%	+$1.95K	0.28%	55
2024 Q1	$3.75M	Sell	42,445 -180	-0.4%	-$15.3K	0.3%	54
2023 Q4	$3.77M	Sell	42,625 -73	-0.2%	-$5.74K	0.32%	52
2023 Q3	$3.29M	Sell	42,698 -5,929	-12%	-$488K	0.31%	55
2023 Q2	$3.99M	Buy	48,627 +132	+0.3%	+$10.4K	0.36%	47
2023 Q1	$3.92M	Buy	48,495 +3	+0%	+$253	0.37%	47
2022 Q4	$3.81M	Sell	48,492 -130	-0.3%	-$10.4K	0.37%	47
2022 Q3	$3.47M	Buy	48,622 +40	+0.1%	+$3.2K	0.38%	45
2022 Q2	$3.74M	Buy	48,582 +36	+0.1%	+$2.99K	0.39%	43
2022 Q1	$4.3M	Buy	48,546 +6	+0%	+$528	0.41%	45
2021 Q4	$4.38M	Buy	48,540 +8,554	+21%	+$776K	0.41%	50
2021 Q3	$3.48M	Buy	39,986 +23,690	+145%	+$2.07M	0.36%	56
2021 Q2	$1.49M	Buy	16,296 +16,082	+7,515%	+$1.45M	0.22%	71
2021 Q1	$19K	Sell	214 -8	-4%	-$654	﹤0.01%	349
2020 Q4	$16K	Buy	222 +34	+18%	+$2.14K	﹤0.01%	363
2020 Q3	$10K	Buy	+188	New	+$10.2K	﹤0.01%	403

Other funds holding VIOV

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

CFGA

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

JFS Wealth Advisors's VIOV Position: Q2 2026 in Review

JFS Wealth Advisors held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q2 2026 at 216 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

JFS Wealth Advisors first reported a position in VIOV in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.38M in Q4 2021. 28 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

JFS Wealth Advisors held 216 shares of Vanguard S&P Small-Cap 600 Value ETF worth $25.3K as of Q2 2026.
JFS Wealth Advisors left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #710 holding.
JFS Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2020 and has held it in 24 quarters since.
JFS Wealth Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $4.38M in Q4 2021.
28 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.