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

Silverlake Wealth Management’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	$3.58M	Buy	35,192 +3,370	+11%	+$350K	0.75%	22
2025 Q4	$3.11M	Buy	31,822 +6,249	+24%	+$603K	0.69%	28
2025 Q3	$2.44M	Buy	25,573 +21,639	+550%	+$1.98M	0.59%	37
2025 Q2	$337K	Buy	3,934 +518	+15%	+$42.1K	0.1%	222
2025 Q1	$287K	Buy	3,416 +53	+2%	+$4.81K	0.11%	198
2024 Q4	$314K	Buy	3,363 +32	+1%	+$3.05K	0.12%	185
2024 Q3	$308K	Buy	3,331 +17	+0.5%	+$1.52K	0.12%	200
2024 Q2	$277K	Hold	3,314	–	–	0.11%	201
2024 Q1	$293K	Buy	3,314 +163	+5%	+$13.9K	0.15%	178
2023 Q4	$279K	Buy	3,151 +37	+1%	+$2.91K	0.15%	171
2023 Q3	$240K	Buy	3,114 +420	+16%	+$34.5K	0.13%	189
2023 Q2	$221K	Buy	+2,694	New	+$213K	0.12%	196

Other funds holding VIOV

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

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

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

Wellington Management Group

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

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

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

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