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

PlanVest Financial’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 		$19.5K Buy
166
+44
+36% +$4.88K 0.01% 339
2026
Q1 		$12.4K Buy
+122
New +$12.7K 0.01% 361

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
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
SC
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
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
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

PlanVest Financial's VIOV Position: Q2 2026 in Review

PlanVest Financial increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 36% in Q2 2026, buying an estimated $4.88K and bringing the position to 166 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #339.

PlanVest Financial first reported a position in VIOV in Q1 2026 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • PlanVest Financial held 166 shares of Vanguard S&P Small-Cap 600 Value ETF worth $19.5K as of Q2 2026.
  • PlanVest Financial bought 44 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $4.88K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #339 holding.
  • PlanVest Financial first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.