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

Spire 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
Q2 		$2.38M Buy
20,279
+514
+3% +$56.9K 0.07% 244
2026
Q1 		$2.01M Buy
19,765
+718
+4% +$74.6K 0.07% 258
2025
Q4 		$1.86M Buy
19,047
+807
+4% +$77.8K 0.06% 267
2025
Q3 		$1.74M Buy
18,240
+364
+2% +$33.3K 0.06% 266
2025
Q2 		$1.53M Sell
17,876
-7,240
-29% -$588K 0.05% 283
2025
Q1 		$2.11M Sell
25,116
-38,965
-61% -$3.53M 0.07% 256
2024
Q4 		$5.98M Sell
64,081
-4,141
-6% -$395K 0.19% 113
2024
Q3 		$6.31M Buy
68,222
+1,622
+2% +$145K 0.21% 100
2024
Q2 		$5.57M Buy
66,600
+348
+0.5% +$29.5K 0.2% 108
2024
Q1 		$5.86M Sell
66,252
-396
-0.6% -$33.8K 0.11% 136
2023
Q4 		$5.6M Buy
66,648
+843
+1% +$66.3K 0.18% 121
2023
Q3 		$5.07M Buy
65,805
+770
+1% +$63.3K 0.19% 102
2023
Q2 		$5.34M Sell
65,035
-810
-1% -$64K 0.2% 102
2023
Q1 		$5.32M Buy
65,845
+44,067
+202% +$3.71M 0.21% 106
2022
Q4 		$1.71M Sell
21,778
-16,886
-44% -$1.35M 0.1% 168
2022
Q3 		$2.76M Buy
38,664
+2,250
+6% +$180K 0.17% 118
2022
Q2 		$2.8M Buy
36,414
+34,452
+1,756% +$2.86M 0.12% 166
2022
Q1 		$223K Buy
+1,962
New +$173K 0.01% 845

Other funds holding VIOV

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return
LFA
Legend Financial Advisors Pittsburgh, Pennsylvania $176M AUM 57.06% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Spire Wealth Management's VIOV Position: Q2 2026 in Review

Spire Wealth Management increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 2.6% in Q2 2026, buying an estimated $56.9K and bringing the position to 20,279 shares worth $2.38M. The position accounts for 0.07% of the portfolio, ranked #244.

Spire Wealth Management first reported a position in VIOV in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.31M in Q3 2024. 71 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Spire Wealth Management held 20,279 shares of Vanguard S&P Small-Cap 600 Value ETF worth $2.38M as of Q2 2026.
  • Spire Wealth Management bought 514 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $56.9K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Spire Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Spire Wealth Management's Vanguard S&P Small-Cap 600 Value ETF position peaked at $6.31M in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.