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

World Equity 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
2025
Q1 		– Sell
-2,346
Closed -$219K – 380
2024
Q4 		$219K Buy
+2,346
New +$224K 0.05% 334

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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 $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

World Equity Group's VIOV Position: Q1 2025 in Review

World Equity Group sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2025, closing a stake of 2,346 shares — an estimated $219K sold.

World Equity Group first reported a position in VIOV in Q4 2024 and held it in 1 quarter. The position peaked at $219K in Q4 2024. 179 funds tracked by Wall St. Rank hold VIOV as of Q1 2025.

  • World Equity Group reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
  • World Equity Group sold 2,346 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $219K.
  • World Equity Group first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2024 and held it in 1 quarter.
  • World Equity Group's Vanguard S&P Small-Cap 600 Value ETF position peaked at $219K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.