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

Private Wealth Management Group’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 		– Sell
-619
Closed -$60.5K – 1557
2025
Q4 		$60.5K Buy
+619
New +$59.7K 0.02% 173

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

Private Wealth Management Group's VIOV Position: Q1 2026 in Review

Private Wealth Management Group sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2026, closing a stake of 619 shares — an estimated $60.5K sold.

Private Wealth Management Group first reported a position in VIOV in Q4 2025 and held it in 1 quarter. The position peaked at $60.5K in Q4 2025. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Private Wealth Management Group reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 619 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $60.5K.
  • Private Wealth Management Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $60.5K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.