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

Snider Financial 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
-2,689
Closed -$263K – 115
2025
Q4 		$263K Sell
2,689
-1,308
-33% -$126K 0.07% 97
2025
Q3 		$381K Hold
3,997
– – 0.1% 86
2025
Q2 		$342K Sell
3,997
-128
-3% -$10.4K 0.1% 88
2025
Q1 		$346K Sell
4,125
-88
-2% -$7.98K 0.11% 85
2024
Q4 		$393K Buy
+4,213
New +$402K 0.12% 80

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 $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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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

Snider Financial Group's VIOV Position: Q1 2026 in Review

Snider Financial Group sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2026, closing a stake of 2,689 shares — an estimated $263K sold.

Snider Financial Group first reported a position in VIOV in Q4 2024 and held it in 5 quarters. The position peaked at $393K in Q4 2024. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Snider Financial Group reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Snider Financial Group sold 2,689 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $263K.
  • Snider Financial Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and held it in 5 quarters.
  • Snider Financial Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $393K in Q4 2024.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Snider Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.