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

Salomon & Ludwin’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	$73.8K	Sell	723 -23	-3%	-$2.39K	0.01%	329
2025 Q4	$74.5K	Hold	746	–	–	0.01%	301
2025 Q3	$72.2K	Hold	746	–	–	0.01%	296
2025 Q2	$66.4K	Hold	746	–	–	0.01%	236
2025 Q1	$62.6K	Hold	746	–	–	0.01%	224
2024 Q4	$69.6K	Hold	746	–	–	0.01%	217
2024 Q3	$69K	Hold	746	–	–	0.01%	228
2024 Q2	$62.4K	Sell	746 -126	-14%	-$10.7K	0.01%	237
2024 Q1	$77.1K	Buy	+872	New	+$74.4K	0.01%	288

Other funds holding VIOV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $761M AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Salomon & Ludwin's VIOV Position: Q1 2026 in Review

Salomon & Ludwin reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 3.1% in Q1 2026, selling an estimated $2.39K and leaving 723 shares worth $73.8K. The position accounts for 0.01% of the portfolio, ranked #329.

Salomon & Ludwin first reported a position in VIOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $77.1K in Q1 2024. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Salomon & Ludwin held 723 shares of Vanguard S&P Small-Cap 600 Value ETF worth $73.8K as of Q1 2026.
Salomon & Ludwin sold 23 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $2.39K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #329 holding.
Salomon & Ludwin first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2024 and has held it in 9 quarters since.
Salomon & Ludwin's Vanguard S&P Small-Cap 600 Value ETF position peaked at $77.1K in Q1 2024.
214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.