Wellington Management Group’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History

Wellington Management Group’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	$17.9M	Sell	152,700 -10,019	-6%	-$1.11M	﹤0.01%	1111
2026 Q1	$16.6M	Buy	162,719 +99,193	+156%	+$10.3M	﹤0.01%	1085
2025 Q4	$6.21M	Sell	63,526 -64,476	-50%	-$6.22M	﹤0.01%	1364
2025 Q3	$12.2M	Buy	128,002 +73,124	+133%	+$6.69M	﹤0.01%	1210
2025 Q2	$4.7M	Sell	54,878 -49,253	-47%	-$4M	﹤0.01%	1393
2025 Q1	$8.74M	Sell	104,131 -15,337	-13%	-$1.39M	﹤0.01%	1230
2024 Q4	$11.1M	Buy	119,468 +33,113	+38%	+$3.16M	﹤0.01%	1167
2024 Q3	$7.98M	Sell	86,355 -19,945	-19%	-$1.78M	﹤0.01%	1227
2024 Q2	$8.89M	Buy	+106,300	New	+$9M	﹤0.01%	1184

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Wellington Management Group's VIOV Position: Q2 2026 in Review

Wellington Management Group reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 6.2% in Q2 2026, selling an estimated $1.11M and leaving 152,700 shares worth $17.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Wellington Management Group first reported a position in VIOV in Q2 2024 and has held it in 9 quarters since. 221 funds tracked by Wall St. Rank hold VIOV as of Q2 2026.

Wellington Management Group held 152,700 shares of Vanguard S&P Small-Cap 600 Value ETF worth $17.9M as of Q2 2026.
Wellington Management Group sold 10,019 Vanguard S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.11M.
Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1111 holding.
Wellington Management Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q2 2024 and has held it in 9 quarters since.
221 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.