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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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 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 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

Stone Summit Wealth's VIOV Position: Q1 2026 in Review

Stone Summit Wealth held its Vanguard S&P Small-Cap 600 Value ETF (VIOV) position steady in Q1 2026 at 3,692 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #109.

Stone Summit Wealth first reported a position in VIOV in Q4 2021 and has held it in 18 quarters since. The position peaked at $416K in Q3 2023. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

Stone Summit Wealth held 3,692 shares of Vanguard S&P Small-Cap 600 Value ETF worth $376K as of Q1 2026.
Stone Summit Wealth left its Vanguard S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
Vanguard S&P Small-Cap 600 Value ETF made up 0.1% of Stone Summit Wealth's portfolio in Q1 2026, its #109 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 18 quarters since.
Stone Summit Wealth's Vanguard S&P Small-Cap 600 Value ETF position peaked at $416K in Q3 2023.
214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.