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

Rialto Wealth Management’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	$154K	Sell	1,516 -2	-0.1%	-$208	0.03%	171
2025 Q4	$148K	Hold	1,518	–	–	0.04%	174
2025 Q3	$145K	Sell	1,518 -406	-21%	-$37.2K	0.04%	171
2025 Q2	$165K	Buy	1,924 +125	+7%	+$10.2K	0.05%	160
2025 Q1	$151K	Sell	1,799 -40	-2%	-$3.63K	0.05%	166
2024 Q4	$172K	Buy	+1,839	New	+$175K	0.06%	156

Other funds holding VIOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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 $9.2B AUM 23.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

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

Rialto Wealth Management's VIOV Position: Q1 2026 in Review

Rialto Wealth Management reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.13% in Q1 2026, selling an estimated $208 and leaving 1,516 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #171.

Rialto Wealth Management first reported a position in VIOV in Q4 2024 and has held it in 6 quarters since. The position peaked at $172K in Q4 2024. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Rialto Wealth Management held 1,516 shares of Vanguard S&P Small-Cap 600 Value ETF worth $154K as of Q1 2026.
Rialto Wealth Management sold 2 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $208.
Vanguard S&P Small-Cap 600 Value ETF made up 0.03% of Rialto Wealth Management's portfolio in Q1 2026, its #171 holding.
Rialto Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $172K in Q4 2024.
214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.