Moneta Group Investment Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Moneta Group Investment 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	$2.58M	Sell	25,342 -3,712	-13%	-$386K	0.02%	239
2025 Q4	$2.84M	Buy	29,054 +3,182	+12%	+$307K	0.02%	234
2025 Q3	$2.46M	Buy	25,872 +5,164	+25%	+$473K	0.02%	243
2025 Q2	$1.77M	Sell	20,708 -147,891	-88%	-$12M	0.02%	240
2025 Q1	$14.1M	Sell	168,599 -543	-0.3%	-$49.3K	0.2%	71
2024 Q4	$15.8M	Buy	169,142 +2,126	+1%	+$203K	0.22%	65
2024 Q3	$15.4M	Hold	167,016	–	–	0.22%	65
2024 Q2	$14M	Buy	167,016 +953	+0.6%	+$80.7K	0.22%	66
2024 Q1	$14.7M	Hold	166,063	–	–	0.24%	65
2023 Q4	$14.7M	Buy	+166,063	New	+$13.1M	0.29%	58

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

Moneta Group Investment Advisors's VIOV Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 13% in Q1 2026, selling an estimated $386K and leaving 25,342 shares worth $2.58M. The position accounts for 0.02% of the portfolio, ranked #239.

Moneta Group Investment Advisors first reported a position in VIOV in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.8M in Q4 2024. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Moneta Group Investment Advisors held 25,342 shares of Vanguard S&P Small-Cap 600 Value ETF worth $2.58M as of Q1 2026.
Moneta Group Investment Advisors sold 3,712 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $386K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.02% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #239 holding.
Moneta Group Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 10 quarters since.
Moneta Group Investment Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $15.8M in Q4 2024.
214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.