Northwestern Mutual Wealth Management
VIOV icon

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

Northwestern Mutual Wealth Management’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 		$1.14M Sell
11,215
-1,870
-14% -$194K ﹤0.01% 1287
2025
Q4 		$1.28M Sell
13,085
-578
-4% -$55.8K ﹤0.01% 1208
2025
Q3 		$1.3M Sell
13,663
-1,357
-9% -$124K ﹤0.01% 1145
2025
Q2 		$1.29M Sell
15,020
-11,026
-42% -$896K ﹤0.01% 1088
2025
Q1 		$2.19M Buy
26,046
+3,407
+15% +$309K ﹤0.01% 889
2024
Q4 		$2.11M Buy
22,639
+787
+4% +$75K ﹤0.01% 855
2024
Q3 		$2.02M Sell
21,852
-4,137
-16% -$370K ﹤0.01% 851
2024
Q2 		$2.17M Sell
25,989
-14,865
-36% -$1.26M ﹤0.01% 790
2024
Q1 		$3.61M Sell
40,854
-8,222
-17% -$701K ﹤0.01% 639
2023
Q4 		$4.34M Sell
49,076
-4,238
-8% -$333K ﹤0.01% 572
2023
Q3 		$4.11M Sell
53,314
-5,506
-9% -$453K 0.01% 545
2023
Q2 		$4.83M Sell
58,820
-20,486
-26% -$1.62M 0.01% 508
2023
Q1 		$6.4M Buy
79,306
+2,632
+3% +$222K 0.01% 432
2022
Q4 		$6.02M Buy
76,674
+1,892
+3% +$151K 0.01% 423
2022
Q3 		$5.34M Buy
74,782
+1,578
+2% +$126K 0.01% 406
2022
Q2 		$5.63M Sell
73,204
-37,390
-34% -$3.1M 0.01% 392
2022
Q1 		$9.8M Buy
110,594
+15,712
+17% +$1.38M 0.02% 309
2021
Q4 		$8.56M Buy
94,882
+7,642
+9% +$693K 0.01% 319
2021
Q3 		$7.59M Sell
87,240
-35,764
-29% -$3.12M 0.01% 313
2021
Q2 		$11.2M Buy
123,004
+20,976
+21% +$1.9M 0.02% 244
2021
Q1 		$8.88M Buy
102,028
+64,498
+172% +$5.27M 0.02% 254
2020
Q4 		$2.63M Sell
37,530
-51,592
-58% -$3.25M 0.01% 422
2020
Q3 		$4.73M Buy
89,122
+2,322
+3% +$126K 0.01% 306
2020
Q2 		$4.53M Buy
86,800
+48,818
+129% +$2.37M 0.01% 299
2020
Q1 		$1.64M Buy
37,982
+28,372
+295% +$1.7M 0.01% 390
2019
Q4 		$668K Sell
9,610
-1,094
-10% -$73.2K ﹤0.01% 616
2019
Q3 		$694K Buy
+10,704
New +$679K ﹤0.01% 559
2018
Q1 		– Sell
-102
Closed -$7K – 2438
2017
Q4 		$7K Buy
+102
New +$6.62K ﹤0.01% 1863

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

Northwestern Mutual Wealth Management's VIOV Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 14% in Q1 2026, selling an estimated $194K and leaving 11,215 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Northwestern Mutual Wealth Management first reported a position in VIOV in Q4 2017 and has held it in 28 quarters since. The position peaked at $11.2M in Q2 2021. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Northwestern Mutual Wealth Management held 11,215 shares of Vanguard S&P Small-Cap 600 Value ETF worth $1.14M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 1,870 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $194K.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1287 holding.
  • Northwestern Mutual Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 28 quarters since.
  • Northwestern Mutual Wealth Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $11.2M in Q2 2021.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.