AF
VIOG icon

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

Advisornet Financial’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
2022
Q4 		– Sell
-9,424
Closed -$825K – 2495
2022
Q3 		$825K Sell
9,424
-1,000
-10% -$96.7K 0.08% 238
2022
Q2 		$943K Buy
10,424
+162
+2% +$15.8K 0.09% 217
2022
Q1 		$1.11M Buy
10,262
+454
+5% +$49.3K 0.07% 232
2021
Q4 		$1.17M Buy
9,808
+1,420
+17% +$167K 0.07% 235
2021
Q3 		$942K Buy
8,388
+732
+10% +$83.2K 0.07% 247
2021
Q2 		$876K Buy
7,656
+384
+5% +$43.1K 0.06% 277
2021
Q1 		$804K Buy
7,272
+80
+1% +$8.76K 0.06% 283
2020
Q4 		$707K Buy
7,192
+2,710
+60% +$238K 0.06% 282
2020
Q3 		$341K Buy
4,482
+4,132
+1,181% +$318K 0.03% 404
2020
Q2 		$26K Hold
350
– – ﹤0.01% 1039
2020
Q1 		$21K Sell
350
-230
-40% -$17.4K ﹤0.01% 1061
2019
Q4 		$48K Sell
580
-502
-46% -$39.8K ﹤0.01% 911
2019
Q3 		$83K Sell
1,082
-534
-33% -$41.4K 0.01% 731
2019
Q2 		$126K Sell
1,616
-140
-8% -$10.8K 0.01% 547
2019
Q1 		$135K Sell
1,756
-132
-7% -$10K 0.02% 483
2018
Q4 		$131K Sell
1,888
-1,086
-37% -$83K 0.02% 465
2018
Q3 		$258K Sell
2,974
-1,630
-35% -$141K 0.03% 376
2018
Q2 		$374K Buy
4,604
+4,344
+1,671% +$342K 0.05% 281
2018
Q1 		$19K Hold
260
– – ﹤0.01% 939
2017
Q4 		$19K Buy
+260
New +$18.6K ﹤0.01% 877

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Advisornet Financial's VIOG Position: Q4 2022 in Review

Advisornet Financial sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2022, closing a stake of 9,424 shares — an estimated $825K sold.

Advisornet Financial first reported a position in VIOG in Q4 2017 and held it in 20 quarters. The position peaked at $1.17M in Q4 2021. 97 funds tracked by Wall St. Rank hold VIOG as of Q4 2022.

  • Advisornet Financial reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Advisornet Financial sold 9,424 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2022, an estimated $825K.
  • Advisornet Financial first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2017 and held it in 20 quarters.
  • Advisornet Financial's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $1.17M in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on Advisornet Financial's 13F filing for Q4 2022, filed 13 Jan 2023.