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

Naviter Wealth’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 		$1.3M Hold
12,814
– – 0.16% 134
2025
Q4 		$1.25M Hold
12,814
– – 0.16% 142
2025
Q3 		$1.22M Hold
12,814
– – 0.14% 151
2025
Q2 		$1.1M Hold
12,814
– – 0.14% 161
2025
Q1 		$1.07M Hold
12,814
– – 0.13% 168
2024
Q4 		$1.2M Buy
+12,814
New +$1.22M 0.14% 162

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 $4.05B AUM 19.01% 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 $11.8B AUM 31.86% 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 $6.8B AUM 26.96% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Bank of America
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

Naviter Wealth's VIOV Position: Q1 2026 in Review

Naviter Wealth held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q1 2026 at 12,814 shares worth $1.3M. The position accounts for 0.16% of the portfolio, ranked #134.

Naviter Wealth first reported a position in VIOV in Q4 2024 and has held it in 6 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Naviter Wealth held 12,814 shares of Vanguard S&P Small-Cap 600 Value ETF worth $1.3M as of Q1 2026.
  • Naviter Wealth left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.16% of Naviter Wealth's portfolio in Q1 2026, its #134 holding.
  • Naviter Wealth first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 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 Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.