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

Mutual 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	$5.78M	Buy	56,840 +1,556	+3%	+$162K	0.12%	166
2025 Q4	$5.4M	Sell	55,284 -1,604	-3%	-$155K	0.12%	182
2025 Q3	$5.5M	Buy	56,888 +344	+0.6%	+$31.5K	0.12%	171
2025 Q2	$5.07M	Buy	56,544 +5,393	+11%	+$438K	0.13%	168
2025 Q1	$4.02M	Buy	+51,151	New	+$4.64M	0.12%	179
2022 Q3	–	Sell	-21,856	Closed	-$1.68M	–	951
2022 Q2	$1.68M	Buy	+21,856	New	+$1.81M	0.11%	211

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 $9.2B AUM 23.26% 1-Year Est. Return

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 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

Mutual Advisors's VIOV Position: Q1 2026 in Review

Mutual Advisors increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 2.8% in Q1 2026, buying an estimated $162K and bringing the position to 56,840 shares worth $5.78M. The position accounts for 0.12% of the portfolio, ranked #166.

Mutual Advisors first reported a position in VIOV in Q2 2022 and has held it in 6 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Mutual Advisors held 56,840 shares of Vanguard S&P Small-Cap 600 Value ETF worth $5.78M as of Q1 2026.
Mutual Advisors bought 1,556 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $162K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.12% of Mutual Advisors's portfolio in Q1 2026, its #166 holding.
Mutual Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2022 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 Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.