Stifel Financial
VIOV icon

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

Stifel Financial’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
-1,982
Closed -$202K – 3809
2026
Q1 		$202K Buy
+1,982
New +$206K ﹤0.01% 3431
2023
Q3 		– Sell
-2,519
Closed -$207K – 3411
2023
Q2 		$207K Sell
2,519
-30,748
-92% -$2.43M ﹤0.01% 3035
2023
Q1 		$2.69M Buy
33,267
+3,815
+13% +$322K ﹤0.01% 1386
2022
Q4 		$2.31M Buy
29,452
+1,040
+4% +$82.9K ﹤0.01% 1416
2022
Q3 		$2.03M Buy
+28,412
New +$2.27M ﹤0.01% 1465
2022
Q2 		– Sell
-5,280
Closed -$468K – 3471
2022
Q1 		$468K Sell
5,280
-306
-5% -$27K ﹤0.01% 2612
2021
Q4 		$504K Sell
5,586
-38
-0.7% -$3.44K ﹤0.01% 2583
2021
Q3 		$490K Sell
5,624
-23,556
-81% -$2.06M ﹤0.01% 2589
2021
Q2 		$2.66M Buy
29,180
+26,264
+901% +$2.38M ﹤0.01% 1421
2021
Q1 		$254K Buy
+2,916
New +$238K ﹤0.01% 2885
2018
Q4 		– Sell
-3,282
Closed -$233K – 2819
2018
Q3 		$233K Buy
3,282
+14
+0.4% +$1.02K ﹤0.01% 2495
2018
Q2 		$231K Sell
3,268
-1,048
-24% -$72.3K ﹤0.01% 2457
2018
Q1 		$283K Sell
4,316
-1,802
-29% -$120K ﹤0.01% 2283
2017
Q4 		$400K Sell
6,118
-140
-2% -$9.09K ﹤0.01% 2043
2017
Q3 		$399K Sell
6,258
-15,460
-71% -$930K ﹤0.01% 2020
2017
Q2 		$1.31M Sell
21,718
-246
-1% -$14.7K ﹤0.01% 1316
2017
Q1 		$1.31M Buy
21,964
+4,556
+26% +$273K 0.01% 1303
2016
Q4 		$1.04M Buy
+17,408
New +$981K ﹤0.01% 1369

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

Stifel Financial's VIOV Position: Q2 2026 in Review

Stifel Financial sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026, closing a stake of 1,982 shares — an estimated $202K sold.

Stifel Financial first reported a position in VIOV in Q4 2016 and held it in 18 quarters. The position peaked at $2.69M in Q1 2023. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Stifel Financial reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Stifel Financial sold 1,982 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $202K.
  • Stifel Financial first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2016 and held it in 18 quarters.
  • Stifel Financial's Vanguard S&P Small-Cap 600 Value ETF position peaked at $2.69M in Q1 2023.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.