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

Legend Financial 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
Q1 		$10.2M Buy
99,795
+2,004
+2% +$208K 6.55% 5
2025
Q4 		$9.56M Buy
97,791
+1,175
+1% +$113K 5.79% 7
2025
Q3 		$9.2M Buy
96,616
+240
+0.2% +$22K 5.64% 8
2025
Q2 		$8.25M Sell
96,376
-837
-0.9% -$68K 5.48% 8
2025
Q1 		$8.16M Buy
97,213
+5,456
+6% +$495K 5.99% 8
2024
Q4 		$8.56M Buy
91,757
+136
+0.1% +$13K 6.04% 6
2024
Q3 		$8.47M Sell
91,621
-1,127
-1% -$101K 5.85% 7
2024
Q2 		$7.76M Buy
92,748
+4,025
+5% +$341K 5.51% 8
2024
Q1 		$7.84M Buy
88,723
+3,151
+4% +$269K 5.68% 8
2023
Q4 		$7.57M Buy
85,572
+1,729
+2% +$136K 6.09% 8
2023
Q3 		$6.46M Sell
83,843
-46
-0.1% -$3.78K 5.51% 8
2023
Q2 		$6.89M Sell
83,889
-383
-0.5% -$30.3K 5.75% 8
2023
Q1 		$6.81M Sell
84,272
-2,654
-3% -$224K 5.72% 8
2022
Q4 		$6.83M Sell
86,926
-3,414
-4% -$272K 5.97% 8
2022
Q3 		$6.45M Buy
90,340
+20,148
+29% +$1.61M 6.06% 7
2022
Q2 		$5.4M Buy
70,192
+20,992
+43% +$1.74M 5.58% 8
2022
Q1 		$4.28M Buy
49,200
+410
+0.8% +$36.1K 2.72% 11
2021
Q4 		$4.4M Sell
48,790
-410
-0.8% -$37.2K 3.07% 12
2021
Q3 		$4.28M Buy
49,200
+4,958
+11% +$433K 2.72% 11
2021
Q2 		$4.03M Buy
44,242
+38,022
+611% +$3.44M 2.6% 11
2021
Q1 		$541K Buy
+6,220
New +$509K 4.11% 12

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

Legend Financial Advisors's VIOV Position: Q1 2026 in Review

Legend Financial Advisors increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 2% in Q1 2026, buying an estimated $208K and bringing the position to 99,795 shares worth $10.2M. The position accounts for 6.55% of the portfolio, ranked #5.

Legend Financial Advisors first reported a position in VIOV in Q1 2021 and has held it in 21 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Legend Financial Advisors held 99,795 shares of Vanguard S&P Small-Cap 600 Value ETF worth $10.2M as of Q1 2026.
  • Legend Financial Advisors bought 2,004 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $208K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 6.55% of Legend Financial Advisors's portfolio in Q1 2026, its #5 holding.
  • Legend Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Legend Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.