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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
Q2 		– Sell
-24
Closed -$2.44K – 938
2026
Q1 		$2.44K Hold
24
– – ﹤0.01% 743
2025
Q4 		$2.35K Buy
+24
New +$2.31K ﹤0.01% 650

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AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s VIOV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026, closing a stake of 24 shares — an estimated $2.44K sold.

Legacy Wealth Management (Idaho) first reported a position in VIOV in Q4 2025 and held it in 2 quarters. The position peaked at $2.44K in Q1 2026. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 24 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.44K.
  • Legacy Wealth Management (Idaho) first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Vanguard S&P Small-Cap 600 Value ETF position peaked at $2.44K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.