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

Mills 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
2024 Q4	–	Sell	-5,540	Closed	-$507K	–	66
2024 Q3	$507K	Sell	5,540 -53	-0.9%	-$4.73K	0.35%	35
2024 Q2	$467K	Sell	5,593 -85	-1%	-$7.2K	0.33%	34
2024 Q1	$499K	Sell	5,678 -1,551	-21%	-$132K	0.37%	34
2023 Q4	$636K	Sell	7,229 -292	-4%	-$23K	0.48%	28
2023 Q3	$583K	Sell	7,521 -422	-5%	-$34.7K	0.47%	28
2023 Q2	$652K	Sell	7,943 -45	-0.6%	-$3.56K	0.5%	26
2023 Q1	$644K	Buy	7,988 +2,142	+37%	+$181K	0.52%	25
2022 Q4	$459K	Buy	+5,846	New	+$466K	0.42%	40

Other funds holding VIOV

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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

Mills Wealth Advisors's VIOV Position: Q4 2024 in Review

Mills Wealth Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2024, closing a stake of 5,540 shares — an estimated $507K sold.

Mills Wealth Advisors first reported a position in VIOV in Q4 2022 and held it in 8 quarters. The position peaked at $652K in Q2 2023. 192 funds tracked by Wall St. Rank hold VIOV as of Q4 2024.

Mills Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2024 after selling out during the quarter.
Mills Wealth Advisors sold 5,540 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2024, an estimated $507K.
Mills Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2022 and held it in 8 quarters.
Mills Wealth Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $652K in Q2 2023.
192 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2024.

Based on Mills Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.