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

Principal Securities’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
2025
Q4 		– Sell
-110
Closed -$10.5K – 3437
2025
Q3 		$10.5K Buy
110
+9
+9% +$824 ﹤0.01% 2697
2025
Q2 		$8.64K Buy
101
+9
+10% +$731 ﹤0.01% 2672
2025
Q1 		$8.59K Hold
92
– – ﹤0.01% 2591
2024
Q4 		$8.59K Buy
92
+2
+2% +$191 ﹤0.01% 2587
2024
Q3 		$8.32K Hold
90
– – ﹤0.01% 2514
2024
Q2 		$7.53K Sell
90
-62
-41% -$5.25K ﹤0.01% 2508
2024
Q1 		$13.4K Buy
152
+121
+390% +$10.3K ﹤0.01% 2199
2023
Q4 		$2.74K Buy
+31
New +$2.44K ﹤0.01% 2725

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
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Principal Securities's VIOV Position: Q4 2025 in Review

Principal Securities sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2025, closing a stake of 110 shares — an estimated $10.5K sold.

Principal Securities first reported a position in VIOV in Q4 2023 and held it in 8 quarters. The position peaked at $13.4K in Q1 2024. 212 funds tracked by Wall St. Rank hold VIOV as of Q4 2025.

  • Principal Securities reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 110 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $10.5K.
  • Principal Securities first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Vanguard S&P Small-Cap 600 Value ETF position peaked at $13.4K in Q1 2024.
  • 212 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.