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 Q2	$178K	Hold	1,516	–	–	0.04%	179
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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Rialto Wealth Management's VIOV Position: Q2 2026 in Review

Rialto Wealth Management held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q2 2026 at 1,516 shares worth $178K. The position accounts for 0.04% of the portfolio, ranked #179.

Rialto Wealth Management first reported a position in VIOV in Q4 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Rialto Wealth Management held 1,516 shares of Vanguard S&P Small-Cap 600 Value ETF worth $178K as of Q2 2026.
Rialto Wealth Management left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 Value ETF made up 0.04% of Rialto Wealth Management's portfolio in Q2 2026, its #179 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 7 quarters since.
222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.