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

Larson 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
2025 Q3	–	Sell	-860	Closed	-$73.6K	–	3658
2025 Q2	$73.6K	Buy	860 +6	+0.7%	+$488	﹤0.01%	939
2025 Q1	$71.6K	Buy	854 +11	+1%	+$998	﹤0.01%	886
2024 Q4	$78.6K	Buy	843 +15	+2%	+$1.43K	﹤0.01%	774
2024 Q3	$76.6K	Buy	828 +62	+8%	+$5.54K	﹤0.01%	790
2024 Q2	$64.1K	Buy	766 +9	+1%	+$762	﹤0.01%	752
2024 Q1	$66.9K	Buy	757 +14	+2%	+$1.19K	0.01%	624
2023 Q4	$65.7K	Buy	743 +18	+2%	+$1.42K	0.01%	578
2023 Q3	$55.9K	Buy	725 +61	+9%	+$5.02K	0.01%	583
2023 Q2	$54.6K	Buy	+664	New	+$52.5K	0.01%	535

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $8.94B AUM 20.84% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 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

Larson Financial Group's VIOV Position: Q3 2025 in Review

Larson Financial Group sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2025, closing a stake of 860 shares — an estimated $73.6K sold.

Larson Financial Group first reported a position in VIOV in Q2 2023 and held it in 9 quarters. The position peaked at $78.6K in Q4 2024. 190 funds tracked by Wall St. Rank hold VIOV as of Q3 2025.

Larson Financial Group reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q3 2025 after selling out during the quarter.
Larson Financial Group sold 860 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2025, an estimated $73.6K.
Larson Financial Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2023 and held it in 9 quarters.
Larson Financial Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $78.6K in Q4 2024.
190 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.