Wealth Enhancement Advisory Services’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Wealth Enhancement Advisory Services’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	$7.01M	Sell	60,526 -661	-1%	-$73.2K	0.01%	832
2026 Q1	$6.25M	Sell	61,187 -40,359	-40%	-$4.19M	0.01%	788
2025 Q4	$10.3M	Buy	101,546 +6,332	+7%	+$611K	0.01%	687
2025 Q3	$9.02M	Buy	95,214 +20,912	+28%	+$1.91M	0.01%	698
2025 Q2	$6.65M	Buy	74,302 +51,759	+230%	+$4.21M	0.01%	785
2025 Q1	$1.89M	Sell	22,543 -1,103	-5%	-$100K	﹤0.01%	1272
2024 Q4	$2.21M	Buy	23,646 +1,164	+5%	+$111K	﹤0.01%	1133
2024 Q3	$2.08M	Buy	22,482 +626	+3%	+$55.9K	﹤0.01%	1029
2024 Q2	$1.83M	Sell	21,856 -356	-2%	-$30.1K	﹤0.01%	1019
2024 Q1	$1.96M	Buy	22,212 +389	+2%	+$33.2K	0.01%	951
2023 Q4	$1.93M	Buy	21,823 +3,364	+18%	+$265K	0.01%	915
2023 Q3	$1.42M	Buy	+18,459	New	+$1.52M	﹤0.01%	973

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

Wealth Enhancement Advisory Services's VIOV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 1.1% in Q2 2026, selling an estimated $73.2K and leaving 60,526 shares worth $7.01M. The position accounts for 0.01% of the portfolio, ranked #832.

Wealth Enhancement Advisory Services first reported a position in VIOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.3M in Q4 2025. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Wealth Enhancement Advisory Services held 60,526 shares of Vanguard S&P Small-Cap 600 Value ETF worth $7.01M as of Q2 2026.
Wealth Enhancement Advisory Services sold 661 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $73.2K.
Vanguard S&P Small-Cap 600 Value ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #832 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Vanguard S&P Small-Cap 600 Value ETF position peaked at $10.3M in Q4 2025.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.