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

Simplicity Wealth’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 		– Sell
-3,735
Closed -$380K – 1051
2026
Q1 		$380K Sell
3,735
-171
-4% -$17.8K 0.02% 522
2025
Q4 		$382K Sell
3,906
-232
-6% -$22.4K 0.02% 495
2025
Q3 		$394K Buy
+4,138
New +$379K 0.02% 498
2025
Q2 		– Sell
-3,632
Closed -$305K – 665
2025
Q1 		$305K Buy
+3,632
New +$329K 0.02% 423

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

Simplicity Wealth's VIOV Position: Q2 2026 in Review

Simplicity Wealth sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026, closing a stake of 3,735 shares — an estimated $380K sold.

Simplicity Wealth first reported a position in VIOV in Q1 2025 and held it in 4 quarters. The position peaked at $394K in Q3 2025. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Simplicity Wealth reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Simplicity Wealth sold 3,735 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $380K.
  • Simplicity Wealth first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2025 and held it in 4 quarters.
  • Simplicity Wealth's Vanguard S&P Small-Cap 600 Value ETF position peaked at $394K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.