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

Stone Summit 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 		$431K Sell
3,673
-19
-0.5% -$2.1K 0.11% 107
2026
Q1 		$376K Hold
3,692
– – 0.1% 109
2025
Q4 		$361K Hold
3,692
– – 0.1% 113
2025
Q3 		$352K Sell
3,692
-39
-1% -$3.57K 0.1% 115
2025
Q2 		$319K Sell
3,731
-352
-9% -$28.6K 0.1% 122
2025
Q1 		$343K Hold
4,083
– – 0.12% 115
2024
Q4 		$381K Sell
4,083
-154
-4% -$14.7K 0.13% 112
2024
Q3 		$392K Sell
4,237
-183
-4% -$16.3K 0.13% 114
2024
Q2 		$370K Sell
4,420
-72
-2% -$6.1K 0.13% 111
2024
Q1 		$397K Sell
4,492
-105
-2% -$8.95K 0.14% 112
2023
Q4 		$407K Sell
4,597
-805
-15% -$63.3K 0.16% 110
2023
Q3 		$416K Buy
5,402
+468
+9% +$38.5K 0.18% 104
2023
Q2 		$405K Buy
4,934
+892
+22% +$70.5K 0.17% 104
2023
Q1 		$326K Buy
4,042
+10
+0.2% +$843 0.15% 110
2022
Q4 		$317K Hold
4,032
– – 0.16% 112
2022
Q3 		$288K Hold
4,032
– – 0.18% 107
2022
Q2 		$310K Buy
4,032
+36
+0.9% +$2.99K 0.19% 105
2022
Q1 		$357K Sell
3,996
-56
-1% -$4.93K 0.2% 105
2021
Q4 		$365K Buy
+4,052
New +$367K 0.3% 87

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

Stone Summit Wealth's VIOV Position: Q2 2026 in Review

Stone Summit Wealth reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 0.51% in Q2 2026, selling an estimated $2.1K and leaving 3,673 shares worth $431K. The position accounts for 0.11% of the portfolio, ranked #107.

Stone Summit Wealth first reported a position in VIOV in Q4 2021 and has held it in 19 quarters since. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Stone Summit Wealth held 3,673 shares of Vanguard S&P Small-Cap 600 Value ETF worth $431K as of Q2 2026.
  • Stone Summit Wealth sold 19 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $2.1K.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.11% of Stone Summit Wealth's portfolio in Q2 2026, its #107 holding.
  • Stone Summit Wealth first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.