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

Keyvantage Wealth’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	$654K	Sell	6,428 -95	-1%	-$9.87K	0.29%	54
2025 Q4	$638K	Sell	6,523 -1,535	-19%	-$148K	0.27%	55
2025 Q3	$767K	Sell	8,058 -58	-0.7%	-$5.31K	0.32%	42
2025 Q2	$694K	Sell	8,116 -670	-8%	-$54.4K	0.31%	44
2025 Q1	$737K	Sell	8,786 -17,801	-67%	-$1.61M	0.36%	40
2024 Q4	$2.48M	Buy	+26,587	New	+$2.53M	1.77%	17

Other funds holding VIOV

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

Keyvantage Wealth's VIOV Position: Q1 2026 in Review

Keyvantage Wealth reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 1.5% in Q1 2026, selling an estimated $9.87K and leaving 6,428 shares worth $654K. The position accounts for 0.29% of the portfolio, ranked #54.

Keyvantage Wealth first reported a position in VIOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.48M in Q4 2024. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Keyvantage Wealth held 6,428 shares of Vanguard S&P Small-Cap 600 Value ETF worth $654K as of Q1 2026.
Keyvantage Wealth sold 95 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $9.87K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.29% of Keyvantage Wealth's portfolio in Q1 2026, its #54 holding.
Keyvantage Wealth first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's Vanguard S&P Small-Cap 600 Value ETF position peaked at $2.48M in Q4 2024.
214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.