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Legacy Wealth Management (Idaho)’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Legacy Wealth Management (Idaho)’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 		$2.44K Hold
24
– – ﹤0.01% 743
2025
Q4 		$2.35K Buy
+24
New +$2.31K ﹤0.01% 650

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
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
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
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

Legacy Wealth Management (Idaho)'s VIOV Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q1 2026 at 24 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Legacy Wealth Management (Idaho) first reported a position in VIOV in Q4 2025 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 24 shares of Vanguard S&P Small-Cap 600 Value ETF worth $2.44K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #743 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.