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

NewEdge 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 Q2	$268K	Buy	+2,288	New	+$253K	﹤0.01%	2582
2023 Q1	–	Sell	-838	Closed	-$65.8K	–	4152
2022 Q4	$65.8K	Buy	+838	New	+$66.8K	﹤0.01%	1610
2022 Q1	–	Sell	-10,002	Closed	-$903K	–	1639
2021 Q4	$903K	Buy	10,002 +6,594	+193%	+$598K	0.01%	785
2021 Q3	$296K	Buy	+3,408	New	+$297K	0.01%	907

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

NewEdge Advisors's VIOV Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026: 2,288 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #2582 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in VIOV as recently as Q4 2022.

NewEdge Advisors first reported a position in VIOV in Q3 2021 and has held it in 4 quarters since. The position peaked at $903K in Q4 2021. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

NewEdge Advisors held 2,288 shares of Vanguard S&P Small-Cap 600 Value ETF worth $268K as of Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF was a new NewEdge Advisors position in Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2582 holding.
NewEdge Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2021 and has held it in 4 quarters since.
NewEdge Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $903K in Q4 2021.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.