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

Sierra Capital’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 		$433K Sell
4,258
-1,365
-24% -$142K 0.05% 176
2025
Q4 		$550K Buy
5,623
+12
+0.2% +$1.16K 0.06% 152
2025
Q3 		$534K Buy
5,611
+882
+19% +$80.7K 0.06% 168
2025
Q2 		$405K Sell
4,729
-4,667
-50% -$379K 0.05% 176
2025
Q1 		$788K Buy
9,396
+2,516
+37% +$228K 0.09% 136
2024
Q4 		$642K Sell
6,880
-6
-0.1% -$572 0.08% 147
2024
Q3 		$637K Sell
6,886
-3,922
-36% -$350K 0.08% 151
2024
Q2 		$904K Sell
10,808
-9,920
-48% -$840K 0.12% 116
2024
Q1 		$1.83M Buy
20,728
+92
+0.4% +$7.85K 0.24% 90
2023
Q4 		$1.83M Sell
20,636
-1,133
-5% -$89.1K 0.27% 84
2023
Q3 		$1.68M Sell
21,769
-7,302
-25% -$601K 0.27% 82
2023
Q2 		$2.39M Buy
29,071
+1,516
+6% +$120K 0.38% 62
2023
Q1 		$2.23M Buy
27,555
+23,193
+532% +$1.95M 0.36% 64
2022
Q4 		$343K Buy
4,362
+2,580
+145% +$206K 0.06% 144
2022
Q3 		$127K Buy
1,782
+254
+17% +$20.3K 0.02% 208
2022
Q2 		$118K Buy
1,528
+138
+10% +$11.5K 0.02% 253
2022
Q1 		$123K Buy
1,390
+1,180
+562% +$104K 0.02% 262
2021
Q4 		$19K Buy
+210
New +$19K ﹤0.01% 420

Other funds holding VIOV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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 $11.8B AUM 31.86% 1-Year Est. Return
Wellington Management Group
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
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

Sierra Capital's VIOV Position: Q1 2026 in Review

Sierra Capital reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 24% in Q1 2026, selling an estimated $142K and leaving 4,258 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #176.

Sierra Capital first reported a position in VIOV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.39M in Q2 2023. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Sierra Capital held 4,258 shares of Vanguard S&P Small-Cap 600 Value ETF worth $433K as of Q1 2026.
  • Sierra Capital sold 1,365 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $142K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.05% of Sierra Capital's portfolio in Q1 2026, its #176 holding.
  • Sierra Capital first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Sierra Capital's Vanguard S&P Small-Cap 600 Value ETF position peaked at $2.39M in Q2 2023.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.