TD Private Client Wealth’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

TD Private Client 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	$268K	Sell	2,639 -34	-1%	-$3.53K	0.01%	591
2025 Q4	$261K	Sell	2,673 -246	-8%	-$23.7K	0.01%	605
2025 Q3	$278K	Hold	2,919	–	–	0.01%	595
2025 Q2	$250K	Buy	2,919 +46	+2%	+$3.74K	0.01%	592
2025 Q1	$241K	Buy	2,873 +2,431	+550%	+$221K	0.01%	567
2024 Q4	$41.3K	Buy	442 +9	+2%	+$858	﹤0.01%	858
2024 Q3	$40K	Buy	433 +18	+4%	+$1.61K	﹤0.01%	872
2024 Q2	$34.7K	Hold	415	–	–	﹤0.01%	871
2024 Q1	$36.7K	Buy	415 +33	+9%	+$2.81K	﹤0.01%	866
2023 Q4	$33.8K	Sell	382 -96	-20%	-$7.55K	﹤0.01%	886
2023 Q3	$36.8K	Buy	478 +16	+3%	+$1.32K	﹤0.01%	823
2023 Q2	$37.9K	Buy	462 +76	+20%	+$6K	﹤0.01%	833
2023 Q1	$31.2K	Buy	+386	New	+$32.5K	﹤0.01%	864

Other funds holding VIOV

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

TD Private Client Wealth's VIOV Position: Q1 2026 in Review

TD Private Client Wealth reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 1.3% in Q1 2026, selling an estimated $3.53K and leaving 2,639 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #591.

TD Private Client Wealth first reported a position in VIOV in Q1 2023 and has held it in 13 quarters since. The position peaked at $278K in Q3 2025. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

TD Private Client Wealth held 2,639 shares of Vanguard S&P Small-Cap 600 Value ETF worth $268K as of Q1 2026.
TD Private Client Wealth sold 34 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $3.53K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #591 holding.
TD Private Client Wealth first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2023 and has held it in 13 quarters since.
TD Private Client Wealth's Vanguard S&P Small-Cap 600 Value ETF position peaked at $278K in Q3 2025.
214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.