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 Q2	$47.6K	Buy	310 +1	+0.3%	+$139	﹤0.01%	2103
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

AE Wealth Management's VIOG Position: Q2 2026 in Review

AE Wealth Management increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 0.32% in Q2 2026, buying an estimated $139 and bringing the position to 310 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

AE Wealth Management first reported a position in VIOG in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.3K in Q4 2025. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

AE Wealth Management held 310 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $47.6K as of Q2 2026.
AE Wealth Management bought 1 Vanguard S&P Small-Cap 600 Growth ETF share in Q2 2026, an estimated $139.
Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2103 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 7 quarters since.
AE Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $51.3K in Q4 2025.
198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.