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

Noble Wealth Management PBC’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	$105K	Hold	891	–	–	0.05%	210
2026 Q1	$90.7K	Sell	891 -40	-4%	-$4.16K	0.05%	203
2025 Q4	$91K	Hold	931	–	–	0.05%	204
2025 Q3	$88.7K	Buy	+931	New	+$85.2K	0.05%	194
2025 Q1	$74.9K	Hold	893	–	–	0.05%	180
2024 Q4	$83.3K	Buy	+893	New	+$85.1K	0.06%	166

Other funds holding VIOV

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return

FBT

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Noble Wealth Management PBC's VIOV Position: Q2 2026 in Review

Noble Wealth Management PBC held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q2 2026 at 891 shares worth $105K. The position accounts for 0.05% of the portfolio, ranked #210.

Noble Wealth Management PBC first reported a position in VIOV in Q4 2024 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Noble Wealth Management PBC held 891 shares of Vanguard S&P Small-Cap 600 Value ETF worth $105K as of Q2 2026.
Noble Wealth Management PBC left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF made up 0.05% of Noble Wealth Management PBC's portfolio in Q2 2026, its #210 holding.
Noble Wealth Management PBC first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 6 quarters since.
71 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.