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

RWA Wealth Partners’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 		$682K Hold
5,816
– – 0.01% 418
2026
Q1 		$592K Hold
5,816
– – 0.01% 426
2025
Q4 		$569K Sell
5,816
-127
-2% -$12.3K 0.01% 421
2025
Q3 		$566K Sell
5,943
-108
-2% -$9.88K 0.01% 421
2025
Q2 		$518K Sell
6,051
-3,510
-37% -$285K 0.01% 420
2025
Q1 		$802K Buy
9,561
+2,420
+34% +$220K 0.01% 355
2024
Q4 		$666K Buy
7,141
+203
+3% +$19.4K 0.01% 381
2024
Q3 		$641K Sell
6,938
-26
-0.4% -$2.32K 0.01% 382
2024
Q2 		$583K Buy
6,964
+15
+0.2% +$1.27K 0.01% 375
2024
Q1 		$614K Buy
6,949
+88
+1% +$7.5K 0.01% 369
2023
Q4 		$607K Sell
6,861
-607
-8% -$47.7K 0.01% 357
2023
Q3 		$575K Sell
7,468
-34
-0.5% -$2.8K 0.01% 243
2023
Q2 		$616K Buy
7,502
+1,890
+34% +$149K 0.01% 208
2023
Q1 		$453K Buy
5,612
+840
+18% +$70.8K 0.01% 178
2022
Q4 		$399K Buy
+4,772
New +$380K 0.01% 195

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

RWA Wealth Partners's VIOV Position: Q2 2026 in Review

RWA Wealth Partners held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q2 2026 at 5,816 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #418.

RWA Wealth Partners first reported a position in VIOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $802K in Q1 2025. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • RWA Wealth Partners held 5,816 shares of Vanguard S&P Small-Cap 600 Value ETF worth $682K as of Q2 2026.
  • RWA Wealth Partners 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 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #418 holding.
  • RWA Wealth Partners first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • RWA Wealth Partners's Vanguard S&P Small-Cap 600 Value ETF position peaked at $802K in Q1 2025.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.