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 Q2	$38.3K	Sell	326 -2,313	-88%	-$256K	﹤0.01%	946
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 $1.89T 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

TD Private Client Wealth's VIOV Position: Q2 2026 in Review

TD Private Client Wealth reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 88% in Q2 2026, selling an estimated $256K and leaving 326 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

TD Private Client Wealth first reported a position in VIOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $278K in Q3 2025. 222 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

TD Private Client Wealth held 326 shares of Vanguard S&P Small-Cap 600 Value ETF worth $38.3K as of Q2 2026.
TD Private Client Wealth sold 2,313 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $256K.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #946 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 14 quarters since.
TD Private Client Wealth's Vanguard S&P Small-Cap 600 Value ETF position peaked at $278K in Q3 2025.
222 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.