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American Portfolios Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

American Portfolios Advisors’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
Q3 		$1.32M Sell
15,102
-784
-5% -$75.8K 0.06% 340
2022
Q2 		$1.44M Sell
15,886
-392
-2% -$38.3K 0.06% 318
2022
Q1 		$1.76M Sell
16,278
-1,260
-7% -$137K 0.06% 314
2021
Q4 		$2.1M Buy
17,538
+2,194
+14% +$258K 0.07% 272
2021
Q3 		$1.72M Buy
15,344
+84
+0.6% +$9.55K 0.06% 297
2021
Q2 		$1.75M Buy
15,260
+254
+2% +$28.5K 0.07% 285
2021
Q1 		$1.66M Sell
15,006
-952
-6% -$104K 0.07% 271
2020
Q4 		$1.57M Buy
15,958
+1,514
+10% +$133K 0.08% 243
2020
Q3 		$1.1M Sell
14,444
-986
-6% -$75.9K 0.06% 272
2020
Q2 		$1.13M Sell
15,430
-914
-6% -$61.3K 0.07% 246
2020
Q1 		$968K Sell
16,344
-53,070
-76% -$4.02M 0.08% 228
2019
Q4 		$5.75M Sell
69,414
-9,496
-12% -$753K 0.41% 47
2019
Q3 		$6.05M Sell
78,910
-784
-1% -$60.8K 0.5% 37
2019
Q2 		$6.24M Sell
79,694
-6,898
-8% -$533K 0.53% 31
2019
Q1 		$6.64M Sell
86,592
-1,396
-2% -$106K 0.63% 26
2018
Q4 		$6.09M Buy
87,988
+16,372
+23% +$1.25M 0.75% 17
2018
Q3 		$6.21M Buy
71,616
+1,892
+3% +$163K 0.71% 22
2018
Q2 		$5.66M Buy
69,724
+3,930
+6% +$310K 0.77% 19
2018
Q1 		$4.92M Sell
65,794
-1,594
-2% -$119K 0.73% 21
2017
Q4 		$4.92M Buy
+67,388
New +$4.83M 0.78% 17

Other funds holding VIOG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

American Portfolios Advisors's VIOG Position: Q3 2022 in Review

American Portfolios Advisors reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 4.9% in Q3 2022, selling an estimated $75.8K and leaving 15,102 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #340.

American Portfolios Advisors first reported a position in VIOG in Q4 2017 and has held it in 20 quarters since. The position peaked at $6.64M in Q1 2019. 90 funds tracked by Wall St. Rank hold VIOG as of Q3 2022.

  • American Portfolios Advisors held 15,102 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $1.32M as of Q3 2022.
  • American Portfolios Advisors sold 784 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2022, an estimated $75.8K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.06% of American Portfolios Advisors's portfolio in Q3 2022, its #340 holding.
  • American Portfolios Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $6.64M in Q1 2019.
  • 90 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.