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Alliance Wealth Advisors (Utah)’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$12.2M Buy
98,113
+38,351
+64% +$4.89M 2.64% 8
2025
Q4 		$7.25M Buy
59,762
+56,282
+1,617% +$6.85M 1.57% 12
2025
Q3 		$424K Buy
+3,480
New +$413K 0.1% 193

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
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
CW
Code Waechter Tampa, Florida $168M AUM 15.56% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s VIOG Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 64% in Q1 2026, buying an estimated $4.89M and bringing the position to 98,113 shares worth $12.2M. The position accounts for 2.64% of the portfolio, ranked #8.

Alliance Wealth Advisors (Utah) first reported a position in VIOG in Q3 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

  • Alliance Wealth Advisors (Utah) held 98,113 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $12.2M as of Q1 2026.
  • Alliance Wealth Advisors (Utah) bought 38,351 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $4.89M.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 2.64% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #8 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.