Phillip James Consulting’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Phillip James Consulting’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 Q3	$488K	Buy	+4,433	New	+$517K	0.33%	50

Other funds holding VIOV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Phillip James Consulting's VIOV Position: Q3 2026 in Review

Phillip James Consulting opened a new position in Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q3 2026: 4,433 shares worth $488K. The stake represents 0.33% of the portfolio and ranks #50 among its holdings.

191 funds tracked by Wall St. Rank hold VIOV as of Q3 2026.

Phillip James Consulting held 4,433 shares of Vanguard S&P Small-Cap 600 Value ETF worth $488K as of Q3 2026.
Vanguard S&P Small-Cap 600 Value ETF was a new Phillip James Consulting position in Q3 2026.
Vanguard S&P Small-Cap 600 Value ETF made up 0.33% of Phillip James Consulting's portfolio in Q3 2026, its #50 holding.
191 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.