Summit Wealth Group (Colorado)’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Summit Wealth Group (Colorado)’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	$3.64M	Buy	31,030 +2,935	+10%	+$325K	0.3%	44
2026 Q1	$2.88M	Buy	28,095 +3,661	+15%	+$380K	0.3%	44
2025 Q4	$2.39M	Buy	+24,434	New	+$2.36M	0.32%	49
2025 Q3	–	Sell	-23,348	Closed	-$2M	–	625
2025 Q2	$2M	Buy	+23,348	New	+$1.9M	0.5%	47

Other funds holding VIOV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Summit Wealth Group (Colorado)'s VIOV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 10% in Q2 2026, buying an estimated $325K and bringing the position to 31,030 shares worth $3.64M. The position accounts for 0.3% of the portfolio, ranked #44.

Summit Wealth Group (Colorado) first reported a position in VIOV in Q2 2025 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Summit Wealth Group (Colorado) held 31,030 shares of Vanguard S&P Small-Cap 600 Value ETF worth $3.64M as of Q2 2026.
Summit Wealth Group (Colorado) bought 2,935 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $325K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.3% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #44 holding.
Summit Wealth Group (Colorado) first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2025 and has held it in 4 quarters since.
222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.