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 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 $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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 $11.8B AUM 31.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

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

Medallion Wealth Advisors's VIOV Position: Q1 2026 in Review

Medallion Wealth Advisors held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q1 2026 at 24 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Medallion Wealth Advisors first reported a position in VIOV in Q4 2024 and has held it in 6 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Medallion Wealth Advisors held 24 shares of Vanguard S&P Small-Cap 600 Value ETF worth $2.44K as of Q1 2026.
Medallion Wealth Advisors left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #980 holding.
Medallion Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 6 quarters since.
214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

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