9WM
VIOG icon

9258 Wealth Management’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

9258 Wealth Management’s Portfolio VIOG Stock Details VIOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$330K Buy
2,758
+76
+3% +$8.8K 0.05% 261
2024
Q2 		$296K Buy
2,682
+96
+4% +$10.6K 0.05% 271
2024
Q1 		$291K Buy
+2,586
New +$277K 0.05% 274

Other funds holding VIOG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

9258 Wealth Management's VIOG Position: Q3 2024 in Review

9258 Wealth Management increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 2.8% in Q3 2024, buying an estimated $8.8K and bringing the position to 2,758 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #261.

9258 Wealth Management first reported a position in VIOG in Q1 2024 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold VIOG as of Q3 2024.

  • 9258 Wealth Management held 2,758 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $330K as of Q3 2024.
  • 9258 Wealth Management bought 76 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2024, an estimated $8.8K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #261 holding.
  • 9258 Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.