LOWERY THOMAS, LLC VIOV — VANGUARD S&P SMALL-CAP 600 VALUE ETF

Ownership history in LOWERY THOMAS, LLC  ·  11 quarters on record

AI Ownership Summary

LOWERY THOMAS, LLC reported VANGUARD S&P SMALL-CAP 600 VALUE ETF (VIOV) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.49% in 2024 Q4. The latest visible filing shows VIOV at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOWERY THOMAS, LLC's position in VANGUARD S&P SMALL-CAP 600 VALUE ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VIOV was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VIOV stock page LOWERY THOMAS, LLC fund profile LOWERY THOMAS, LLC full holdings
How LOWERY THOMAS, LLC held VIOV — position size vs. price
% of Fund (quarterly)    VIOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,040 -3,077 -60.1% 0.12% $239K 2026-07-29 $116.65
2025 Q1 REDUCED 37.0% +2.3% ❌ 5,117 -3,011 -37.0% 0.29% $429K 2025-05-05 $78.14
2024 Q4 ADDED — — — 8,128 +384 +5.0% 0.49% $759K 2025-02-07 $90.73
2024 Q3 ADDED — — — 7,744 +392 +5.3% 0.49% $716K 2024-11-08 $96.16
2024 Q2 ADDED — — — 7,352 +604 +9.0% 0.45% $615K 2024-08-02 $84.81
2024 Q1 ADDED — — — 6,748 +1,112 +19.7% 0.46% $597K 2024-05-10 $82.96
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIOV

As of 2026 Q2 — sorted by position size

Legend Financial Advisors, Inc. 3Y 6.58% Silver Oak Advisory Group, Inc. 3Y 4.07% Hegarty Advisors, LLC 3.41% BALANCED WEALTH GROUP LLC 2.74% Integrated Investment Consultants, LLC 3Y 7Y 2.72% Mokosak Advisory Group, LLC 3Y 7Y 2.33% Prime Buchholz LLC 2.3% N.E.W. Advisory Services LLC 3Y 2.1% Cannon Financial Strategists, Inc. 1.95% Code Waechter LLC 1.81%

FAQ About LOWERY THOMAS, LLC and VIOV

These are the practical questions this page is built to answer before you even open the full history table.

How long has LOWERY THOMAS, LLC reported owning VIOV?

LOWERY THOMAS, LLC reported VIOV across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VIOV position in LOWERY THOMAS, LLC's portfolio?

The largest reported portfolio weight for VIOV was 0.49% in 2024 Q4.

What is the latest reported VIOV position on this page?

The most recent filing on this page is 2026 Q2, when LOWERY THOMAS, LLC reported 2,040 shares, equal to 0.12% of portfolio, with an estimated market value of $239K.

What does the chart on this VIOV ownership page compare?

The chart compares LOWERY THOMAS, LLC's quarterly VIOV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LOWERY THOMAS, LLC time their VIOV position?

Based on 13F filing dates vs. subsequent VIOV price moves, LOWERY THOMAS, LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on VIOV relative to SPY over the holding period was -16.6%.

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