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Relyea Zuckerberg Hanson’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Relyea Zuckerberg Hanson’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 		$878K Sell
7,483
-93
-1% -$10.3K 0.07% 122
2026
Q1 		$771K Buy
7,576
+19
+0.3% +$1.97K 0.08% 121
2025
Q4 		$739K Sell
7,557
-311
-4% -$30K 0.07% 125
2025
Q3 		$749K Sell
7,868
-149
-2% -$13.6K 0.08% 123
2025
Q2 		$686K Sell
8,017
-2,714
-25% -$221K 0.08% 122
2025
Q1 		$901K Buy
10,731
+42
+0.4% +$3.81K 0.12% 99
2024
Q4 		$998K Buy
10,689
+344
+3% +$32.8K 0.13% 90
2024
Q3 		$956K Sell
10,345
-153
-1% -$13.7K 0.15% 85
2024
Q2 		$878K Sell
10,498
-644
-6% -$54.5K 0.15% 83
2024
Q1 		$985K Sell
11,142
-465
-4% -$39.7K 0.17% 77
2023
Q4 		$1.03M Sell
11,607
-344
-3% -$27.1K 0.2% 73
2023
Q3 		$921K Sell
11,951
-1,069
-8% -$87.9K 0.21% 68
2023
Q2 		$1.07M Sell
13,020
-851
-6% -$67.2K 0.24% 61
2023
Q1 		$1.12M Sell
13,871
-881
-6% -$74.3K 0.27% 56
2022
Q4 		$1.16M Sell
14,752
-1,862
-11% -$148K 0.33% 46
2022
Q3 		$1.19M Sell
16,614
-630
-4% -$50.4K 0.43% 37
2022
Q2 		$1.33M Sell
17,244
-408
-2% -$33.9K 0.49% 36
2022
Q1 		$1.55M Sell
17,652
-686
-4% -$60.4K 0.51% 33
2021
Q4 		$1.57M Sell
18,338
-432
-2% -$39.2K 0.57% 30
2021
Q3 		$1.63M Buy
18,770
+172
+0.9% +$15K 0.63% 27
2021
Q2 		$1.7M Sell
18,598
-360
-2% -$32.6K 0.7% 26
2021
Q1 		$1.69M Buy
18,958
+532
+3% +$43.5K 0.75% 25
2020
Q4 		$1.29M Sell
18,426
-874
-5% -$55.1K 0.69% 26
2020
Q3 		$1.12M Sell
19,300
-3,334
-15% -$182K 0.72% 26
2020
Q2 		$1.18M Sell
22,634
-3,112
-12% -$151K 0.94% 25
2020
Q1 		$1.11M Buy
+25,746
New +$1.54M 1.22% 20

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

Relyea Zuckerberg Hanson's VIOV Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 1.2% in Q2 2026, selling an estimated $10.3K and leaving 7,483 shares worth $878K. The position accounts for 0.07% of the portfolio, ranked #122.

Relyea Zuckerberg Hanson first reported a position in VIOV in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.7M in Q2 2021. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Relyea Zuckerberg Hanson held 7,483 shares of Vanguard S&P Small-Cap 600 Value ETF worth $878K as of Q2 2026.
  • Relyea Zuckerberg Hanson sold 93 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $10.3K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.07% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #122 holding.
  • Relyea Zuckerberg Hanson first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Relyea Zuckerberg Hanson's Vanguard S&P Small-Cap 600 Value ETF position peaked at $1.7M in Q2 2021.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.