Mosaic Family Wealth Partners’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Mosaic Family Wealth Partners’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	$468K	Buy	3,986 +9	+0.2%	+$997	0.03%	297
2026 Q1	$405K	Buy	3,977 +8	+0.2%	+$831	0.04%	195
2025 Q4	$388K	Buy	3,969 +16	+0.4%	+$1.54K	0.04%	171
2025 Q3	$375K	Buy	3,953 +11	+0.3%	+$1.01K	0.04%	163
2025 Q2	$337K	Buy	3,942 +8	+0.2%	+$650	0.04%	166
2025 Q1	$330K	Buy	3,934 +6	+0.2%	+$544	0.05%	160
2024 Q4	$367K	Buy	3,928 +130	+3%	+$12.4K	0.05%	150
2024 Q3	$351K	Buy	3,798 +470	+14%	+$42K	0.05%	148
2024 Q2	$278K	Hold	3,328	–	–	0.04%	160
2024 Q1	$294K	Buy	3,328 +4	+0.1%	+$341	0.05%	167
2023 Q4	$294K	Buy	3,324 +21	+0.6%	+$1.65K	0.05%	149
2023 Q3	$255K	Buy	3,303 +6	+0.2%	+$493	0.05%	156
2023 Q2	$271K	Sell	3,297 -103	-3%	-$8.14K	0.05%	155
2023 Q1	$275K	Buy	+3,400	New	+$287K	0.06%	147

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

Mosaic Family Wealth Partners's VIOV Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.23% in Q2 2026, buying an estimated $997 and bringing the position to 3,986 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #297.

Mosaic Family Wealth Partners first reported a position in VIOV in Q1 2023 and has held it in 14 quarters since. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Mosaic Family Wealth Partners held 3,986 shares of Vanguard S&P Small-Cap 600 Value ETF worth $468K as of Q2 2026.
Mosaic Family Wealth Partners bought 9 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $997.
Vanguard S&P Small-Cap 600 Value ETF made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #297 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2023 and has held it in 14 quarters since.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.