Wellington Management Group
VIOV icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wellington Management Group's VIOV Position: Q1 2026 in Review

Wellington Management Group increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 156% in Q1 2026, buying an estimated $10.3M and bringing the position to 162,719 shares worth $16.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Wellington Management Group first reported a position in VIOV in Q2 2024 and has held it in 8 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • Wellington Management Group held 162,719 shares of Vanguard S&P Small-Cap 600 Value ETF worth $16.6M as of Q1 2026.
  • Wellington Management Group bought 99,193 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $10.3M.
  • Vanguard S&P Small-Cap 600 Value ETF made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1085 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 8 quarters since.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.