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

North Ridge Wealth 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	$36.3K	Buy	+357	New	+$37.1K	0.02%	93

Other funds holding VIOV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 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

CAI

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

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

North Ridge Wealth Advisors's VIOV Position: Q1 2026 in Review

North Ridge Wealth Advisors opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2026: 357 shares worth $36.3K. The stake represents 0.02% of the portfolio and ranks #93 among its holdings.

215 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

North Ridge Wealth Advisors held 357 shares of Vanguard S&P Small-Cap 600 Value ETF worth $36.3K as of Q1 2026.
Vanguard S&P Small-Cap 600 Value ETF was a new North Ridge Wealth Advisors position in Q1 2026.
Vanguard S&P Small-Cap 600 Value ETF made up 0.02% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #93 holding.
215 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.