Riversedge Advisors
VIOV icon

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

Riversedge Advisors’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
Q3 		$10.7M Sell
97,461
-1,467
-1% -$171K 1.32% 14
2026
Q2 		$11.6M Sell
98,928
-1,308
-1% -$145K 1.53% 15
2026
Q1 		$10.2M Sell
100,236
-1,290
-1% -$134K 1.65% 16
2025
Q4 		$9.9M Sell
101,526
-2,383
-2% -$230K 1.61% 16
2025
Q3 		$9.9M Buy
103,909
+522
+0.5% +$47.8K 1.66% 18
2025
Q2 		$8.85M Buy
103,387
+31,335
+43% +$2.55M 1.73% 17
2025
Q1 		$6.05M Sell
72,052
-464
-0.6% -$42.1K 1.35% 18
2024
Q4 		$6.77M Sell
72,516
-126
-0.2% -$12K 1.53% 19
2024
Q3 		$6.72M Sell
72,642
-2,494
-3% -$223K 1.52% 18
2024
Q2 		$6.29M Sell
75,136
-2,019
-3% -$171K 1.53% 19
2024
Q1 		$6.82M Sell
77,155
-2,117
-3% -$181K 1.68% 16
2023
Q4 		$7.02M Buy
79,272
+4,228
+6% +$332K 1.92% 15
2023
Q3 		$5.78M Sell
75,044
-120
-0.2% -$9.9K 1.71% 17
2023
Q2 		$6.17M Sell
75,164
-1,948
-3% -$154K 1.69% 18
2023
Q1 		$6.23M Sell
77,112
-1,192
-2% -$100K 1.81% 14
2022
Q4 		$6.15M Sell
78,304
-6,034
-7% -$481K 1.99% 13
2022
Q3 		$6.02M Buy
84,338
+5,016
+6% +$402K 2.18% 13
2022
Q2 		$6.1M Buy
79,322
+12,798
+19% +$1.06M 2.27% 11
2022
Q1 		$5.89M Sell
66,524
-2,748
-4% -$242K 1.92% 11
2021
Q4 		$6.25M Sell
69,272
-574
-0.8% -$52K 1.98% 12
2021
Q3 		$6.08M Sell
69,846
-6,592
-9% -$575K 2.08% 11
2021
Q2 		$6.97M Buy
76,438
+9,238
+14% +$835K 2.55% 11
2021
Q1 		$5.85M Buy
67,200
+682
+1% +$55.8K 2.5% 11
2020
Q4 		$4.67M Buy
66,518
+204
+0.3% +$12.9K 2.16% 13
2020
Q3 		$3.52M Buy
66,314
+1,710
+3% +$93.1K 1.86% 14
2020
Q2 		$3.37M Buy
64,604
+1,476
+2% +$71.8K 1.97% 14
2020
Q1 		$2.73M Buy
+63,128
New +$3.78M 2.42% 13

Other funds holding VIOV

Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Riversedge Advisors's VIOV Position: Q3 2026 in Review

Riversedge Advisors reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 1.5% in Q3 2026, selling an estimated $171K and leaving 97,461 shares worth $10.7M. The position accounts for 1.32% of the portfolio, ranked #14.

Riversedge Advisors first reported a position in VIOV in Q1 2020 and has held it in 27 quarters since. The position peaked at $11.6M in Q2 2026. 79 funds tracked by Wall St. Rank hold VIOV as of Q3 2026.

  • Riversedge Advisors held 97,461 shares of Vanguard S&P Small-Cap 600 Value ETF worth $10.7M as of Q3 2026.
  • Riversedge Advisors sold 1,467 Vanguard S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $171K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 1.32% of Riversedge Advisors's portfolio in Q3 2026, its #14 holding.
  • Riversedge Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 27 quarters since.
  • Riversedge Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $11.6M in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.