Lowery Thomas LLC’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Lowery Thomas LLC’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	$239K	Buy	+2,040	New	+$226K	0.12%	55
2025 Q2	–	Sell	-5,117	Closed	-$429K	–	57
2025 Q1	$429K	Sell	5,117 -3,011	-37%	-$273K	0.29%	45
2024 Q4	$759K	Buy	8,128 +384	+5%	+$36.6K	0.49%	39
2024 Q3	$716K	Buy	7,744 +392	+5%	+$35K	0.49%	39
2024 Q2	$615K	Buy	7,352 +604	+9%	+$51.1K	0.45%	35
2024 Q1	$597K	Buy	6,748 +1,112	+20%	+$94.8K	0.46%	34
2023 Q4	$499K	Buy	5,636 +658	+13%	+$51.7K	0.43%	37
2023 Q3	$384K	Buy	4,978 +1,316	+36%	+$108K	0.37%	40
2023 Q2	$301K	Buy	3,662 +200	+6%	+$15.8K	0.3%	42
2023 Q1	$280K	Buy	3,462 +542	+19%	+$45.7K	0.31%	40
2022 Q4	$229K	Buy	+2,920	New	+$233K	0.28%	36

Other funds holding VIOV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Lowery Thomas LLC's VIOV Position: Q2 2026 in Review

Lowery Thomas LLC opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026: 2,040 shares worth $239K. The stake represents 0.12% of the portfolio and ranks #55 among its holdings. This is a return to the name: Lowery Thomas LLC previously reported a position in VIOV as recently as Q1 2025.

Lowery Thomas LLC first reported a position in VIOV in Q4 2022 and has held it in 11 quarters since. The position peaked at $759K in Q4 2024. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Lowery Thomas LLC held 2,040 shares of Vanguard S&P Small-Cap 600 Value ETF worth $239K as of Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF was a new Lowery Thomas LLC position in Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF made up 0.12% of Lowery Thomas LLC's portfolio in Q2 2026, its #55 holding.
Lowery Thomas LLC first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 11 quarters since.
Lowery Thomas LLC's Vanguard S&P Small-Cap 600 Value ETF position peaked at $759K in Q4 2024.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.