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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
Q2 		$11.6M Sell
98,727
-1,068
-1% -$118K 6.58% 6
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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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

Legend Financial Advisors's VIOV Position: Q2 2026 in Review

Legend Financial Advisors reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 1.1% in Q2 2026, selling an estimated $118K and leaving 98,727 shares worth $11.6M. The position accounts for 6.58% of the portfolio, ranked #6.

Legend Financial Advisors first reported a position in VIOV in Q1 2021 and has held it in 22 quarters since. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Legend Financial Advisors held 98,727 shares of Vanguard S&P Small-Cap 600 Value ETF worth $11.6M as of Q2 2026.
  • Legend Financial Advisors sold 1,068 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $118K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 6.58% of Legend Financial Advisors's portfolio in Q2 2026, its #6 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 22 quarters since.
  • 222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Legend Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.