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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
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 		$9.93M Sell
101,526
-2,383
-2% -$230K 1.61% 16
2025
Q3 		$9.89M 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% -$9.87K 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 		$6.11M 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

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

Riversedge Advisors's VIOV Position: Q2 2026 in Review

Riversedge Advisors reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 1.3% in Q2 2026, selling an estimated $145K and leaving 98,928 shares worth $11.6M. The position accounts for 1.53% of the portfolio, ranked #15.

Riversedge Advisors first reported a position in VIOV in Q1 2020 and has held it in 26 quarters since. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Riversedge Advisors held 98,928 shares of Vanguard S&P Small-Cap 600 Value ETF worth $11.6M as of Q2 2026.
  • Riversedge Advisors sold 1,308 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $145K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 1.53% of Riversedge Advisors's portfolio in Q2 2026, its #15 holding.
  • Riversedge Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.