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

Triad Wealth Partners’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 		– Sell
-6,502
Closed -$662K – 613
2026
Q1 		$662K Buy
6,502
+2,789
+75% +$290K 0.05% 223
2025
Q4 		$363K Buy
+3,713
New +$358K 0.03% 342

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

Triad Wealth Partners's VIOV Position: Q2 2026 in Review

Triad Wealth Partners sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q2 2026, closing a stake of 6,502 shares — an estimated $662K sold.

Triad Wealth Partners first reported a position in VIOV in Q4 2025 and held it in 2 quarters. The position peaked at $662K in Q1 2026. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

  • Triad Wealth Partners reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 6,502 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $662K.
  • Triad Wealth Partners first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2025 and held it in 2 quarters.
  • Triad Wealth Partners's Vanguard S&P Small-Cap 600 Value ETF position peaked at $662K in Q1 2026.
  • 221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.