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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
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
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Lowery Thomas LLC's VIOV Position: Q2 2025 in Review

Lowery Thomas LLC sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2025, closing a stake of 5,117 shares — an estimated $429K sold.

Lowery Thomas LLC first reported a position in VIOV in Q4 2022 and held it in 10 quarters. The position peaked at $759K in Q4 2024. 189 funds tracked by Wall St. Rank hold VIOV as of Q2 2025.

  • Lowery Thomas LLC reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Lowery Thomas LLC sold 5,117 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $429K.
  • Lowery Thomas LLC first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2022 and held it in 10 quarters.
  • Lowery Thomas LLC's Vanguard S&P Small-Cap 600 Value ETF position peaked at $759K in Q4 2024.
  • 189 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Lowery Thomas LLC's 13F filing for Q2 2025, filed 18 Jul 2025.