SAG
VIOV icon

SageView Advisory Group’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

SageView Advisory Group’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 		– Sell
-981
Closed -$95.9K – 2363
2025
Q4 		$95.9K Buy
+981
New +$94.6K ﹤0.01% 844
2024
Q2 		– Sell
-6,792
Closed -$232K – 787
2024
Q1 		$232K Buy
+6,792
New +$579K 0.01% 482

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

SageView Advisory Group's VIOV Position: Q1 2026 in Review

SageView Advisory Group sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2026, closing a stake of 981 shares — an estimated $95.9K sold.

SageView Advisory Group first reported a position in VIOV in Q1 2024 and held it in 2 quarters. The position peaked at $232K in Q1 2024. 216 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • SageView Advisory Group reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 981 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $95.9K.
  • SageView Advisory Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $232K in Q1 2024.
  • 216 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.