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Wealthspire Advisors (New York)’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-342
Closed -$32.6K – 2836
2025
Q3 		$32.6K Buy
+342
New +$31.3K ﹤0.01% 1414

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NEWAS
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UBS Group
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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
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Wealthspire Advisors (New York)'s VIOV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q4 2025, closing a stake of 342 shares — an estimated $32.6K sold.

Wealthspire Advisors (New York) first reported a position in VIOV in Q3 2025 and held it in 1 quarter. The position peaked at $32.6K in Q3 2025. 212 funds tracked by Wall St. Rank hold VIOV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 342 Vanguard S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $32.6K.
  • Wealthspire Advisors (New York) first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Vanguard S&P Small-Cap 600 Value ETF position peaked at $32.6K in Q3 2025.
  • 212 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.