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

World Investment Advisors’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 		$2.58M Sell
25,345
-16,827
-40% -$1.75M 0.04% 416
2025
Q4 		$4.12M Buy
42,172
+1,791
+4% +$173K 0.07% 299
2025
Q3 		$3.85M Sell
40,381
-7,109
-15% -$651K 0.08% 268
2025
Q2 		$4.06M Buy
47,490
+2,588
+6% +$210K 0.09% 244
2025
Q1 		$3.77M Buy
+44,902
New +$4.07M 0.1% 248

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 $3.51B AUM 13.98% 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 $9.2B AUM 23.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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

World Investment Advisors's VIOV Position: Q1 2026 in Review

World Investment Advisors reduced its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 40% in Q1 2026, selling an estimated $1.75M and leaving 25,345 shares worth $2.58M. The position accounts for 0.04% of the portfolio, ranked #416.

World Investment Advisors first reported a position in VIOV in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.12M in Q4 2025. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.

  • World Investment Advisors held 25,345 shares of Vanguard S&P Small-Cap 600 Value ETF worth $2.58M as of Q1 2026.
  • World Investment Advisors sold 16,827 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $1.75M.
  • Vanguard S&P Small-Cap 600 Value ETF made up 0.04% of World Investment Advisors's portfolio in Q1 2026, its #416 holding.
  • World Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • World Investment Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $4.12M in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.