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Mokosak Advisory Group’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Mokosak Advisory Group’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 		$9.67M Buy
95,072
+238
+0.3% +$24.7K 2.42% 10
2025
Q4 		$9.27M Buy
94,834
+3,385
+4% +$327K 2.33% 10
2025
Q3 		$8.71M Buy
91,449
+853
+0.9% +$78.1K 2.28% 10
2025
Q2 		$7.75M Buy
90,596
+1,919
+2% +$156K 2.19% 10
2025
Q1 		$7.44M Buy
88,677
+3,614
+4% +$328K 2.3% 10
2024
Q4 		$7.94M Buy
85,063
+8
+0% +$763 2.38% 10
2024
Q3 		$7.86M Sell
85,055
-2,618
-3% -$234K 2.36% 10
2024
Q2 		$7.34M Buy
87,673
+944
+1% +$79.9K 2.42% 10
2024
Q1 		$7.67M Buy
86,729
+3,564
+4% +$304K 2.53% 10
2023
Q4 		$7.36M Buy
83,165
+2,796
+3% +$220K 2.64% 10
2023
Q3 		$6.19M Buy
80,369
+655
+0.8% +$53.9K 2.52% 10
2023
Q2 		$6.55M Buy
79,714
+1,285
+2% +$102K 2.59% 10
2023
Q1 		$6.33M Buy
78,429
+2,027
+3% +$171K 2.7% 10
2022
Q4 		$6.01M Sell
76,402
-2,410
-3% -$192K 2.69% 10
2022
Q3 		$5.63M Buy
78,812
+14,216
+22% +$1.14M 2.77% 10
2022
Q2 		$4.97M Buy
64,596
+598
+0.9% +$49.6K 2.37% 10
2022
Q1 		$5.67M Sell
63,998
-1,988
-3% -$175K 2.3% 9
2021
Q4 		$5.96M Sell
65,986
-256
-0.4% -$23.2K 2.28% 9
2021
Q3 		$5.76M Buy
66,242
+554
+0.8% +$48.4K 2.39% 9
2021
Q2 		$5.99M Sell
65,688
-2,542
-4% -$230K 2.52% 9
2021
Q1 		$5.94M Sell
68,230
-7,650
-10% -$625K 2.66% 9
2020
Q4 		$5.33M Buy
75,880
+1,228
+2% +$77.4K 2.55% 9
2020
Q3 		$3.96M Buy
74,652
+874
+1% +$47.6K 2.27% 9
2020
Q2 		$3.85M Sell
73,778
-3,120
-4% -$152K 2.35% 9
2020
Q1 		$3.33M Buy
+76,898
New +$4.6M 2.48% 9

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 $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
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 $9.2B AUM 23.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Bank of America
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

Mokosak Advisory Group's VIOV Position: Q1 2026 in Review

Mokosak Advisory Group increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.25% in Q1 2026, buying an estimated $24.7K and bringing the position to 95,072 shares worth $9.67M. The position accounts for 2.42% of the portfolio, ranked #10.

Mokosak Advisory Group first reported a position in VIOV in Q1 2020 and has held it in 25 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Mokosak Advisory Group held 95,072 shares of Vanguard S&P Small-Cap 600 Value ETF worth $9.67M as of Q1 2026.
  • Mokosak Advisory Group bought 238 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $24.7K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 2.42% of Mokosak Advisory Group's portfolio in Q1 2026, its #10 holding.
  • Mokosak Advisory Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 25 quarters since.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Mokosak Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.