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

AE 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
2026
Q1 		$38.5K Sell
309
-114
-27% -$14.5K ﹤0.01% 2024
2025
Q4 		$51.3K Buy
423
+2
+0.5% +$243 ﹤0.01% 1845
2025
Q3 		$51.3K Buy
421
+286
+212% +$33.9K ﹤0.01% 1710
2025
Q2 		$15.5K Buy
135
+20
+17% +$2.15K ﹤0.01% 1807
2025
Q1 		$12.3K Hold
115
– – ﹤0.01% 1828
2024
Q4 		$13.4K Buy
+115
New +$14K ﹤0.01% 1800

Other funds holding VIOG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

AE Wealth Management's VIOG Position: Q1 2026 in Review

AE Wealth Management reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 27% in Q1 2026, selling an estimated $14.5K and leaving 309 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

AE Wealth Management first reported a position in VIOG in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.3K in Q4 2025. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

  • AE Wealth Management held 309 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $38.5K as of Q1 2026.
  • AE Wealth Management sold 114 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $14.5K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2024 holding.
  • AE Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • AE Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $51.3K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.