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Advisor Group’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Advisor Group’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
2019
Q4 		$596K Sell
7,178
-1,852
-21% -$147K ﹤0.01% 1544
2019
Q3 		$692K Buy
9,030
+1,188
+15% +$92.1K 0.01% 1382
2019
Q2 		$614K Buy
7,842
+822
+12% +$63.5K ﹤0.01% 1470
2019
Q1 		$539K Sell
7,020
-3,686
-34% -$280K ﹤0.01% 1535
2018
Q4 		$740K Sell
10,706
-40,920
-79% -$3.13M 0.01% 1141
2018
Q3 		$4.47M Buy
51,626
+15,746
+44% +$1.36M 0.05% 352
2018
Q2 		$2.91M Buy
35,880
+8,200
+30% +$646K 0.04% 407
2018
Q1 		$2.07M Buy
27,680
+5,378
+24% +$402K 0.03% 549
2017
Q4 		$1.63M Buy
22,302
+466
+2% +$33.4K 0.02% 638
2017
Q3 		$1.54M Buy
21,836
+326
+2% +$21.8K 0.02% 602
2017
Q2 		$1.44M Buy
21,510
+342
+2% +$22.5K 0.03% 593
2017
Q1 		$1.39M Sell
21,168
-4,280
-17% -$278K 0.03% 577
2016
Q4 		$1.63M Buy
25,448
+25,236
+11,904% +$1.52M 0.04% 488
2016
Q3 		$13K Hold
212
– – ﹤0.01% 3411
2016
Q2 		$11K Buy
+212
New +$11.4K ﹤0.01% 3434

Other funds holding VIOG

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisor Group's VIOG Position: Q4 2019 in Review

Advisor Group reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 21% in Q4 2019, selling an estimated $147K and leaving 7,178 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Advisor Group first reported a position in VIOG in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.47M in Q3 2018. 69 funds tracked by Wall St. Rank hold VIOG as of Q4 2019.

  • Advisor Group held 7,178 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $596K as of Q4 2019.
  • Advisor Group sold 1,852 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2019, an estimated $147K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1544 holding.
  • Advisor Group first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $4.47M in Q3 2018.
  • 69 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.