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

Medallion Wealth 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	–	Sell	-24	Closed	-$2.44K	–	1307
2026 Q1	$2.44K	Hold	24	–	–	﹤0.01%	980
2025 Q4	$2.35K	Hold	24	–	–	﹤0.01%	972
2025 Q3	$2.29K	Hold	24	–	–	﹤0.01%	959
2025 Q2	$2.05K	Hold	24	–	–	﹤0.01%	952
2025 Q1	$2.01K	Hold	24	–	–	﹤0.01%	918
2024 Q4	$2.01K	Buy	+24	New	+$2.29K	﹤0.01%	854

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

Medallion Wealth Advisors's VIOV Position: Q2 2026 in Review

Medallion Wealth Advisors 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.

Medallion Wealth Advisors first reported a position in VIOV in Q4 2024 and held it in 6 quarters. The position peaked at $2.44K in Q1 2026. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Medallion Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 24 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.44K.
Medallion Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $2.44K in Q1 2026.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.