Avantax Advisory Services’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Avantax Advisory Services’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
2025 Q2	$455K	Buy	3,977 +110	+3%	+$11.8K	﹤0.01%	1638
2025 Q1	$413K	Sell	3,867 -1,047	-21%	-$120K	﹤0.01%	1636
2024 Q4	$572K	Sell	4,914 -46	-0.9%	-$5.6K	﹤0.01%	1360
2024 Q3	$594K	Buy	4,960 +438	+10%	+$50.7K	﹤0.01%	1303
2024 Q2	$498K	Buy	4,522 +163	+4%	+$17.9K	﹤0.01%	1361
2024 Q1	$490K	Buy	4,359 +73	+2%	+$7.83K	﹤0.01%	1049
2023 Q4	$461K	Sell	4,286 -333	-7%	-$32.1K	﹤0.01%	1035
2023 Q3	$436K	Buy	4,619 +5	+0.1%	+$496	﹤0.01%	1003
2023 Q2	$457K	Buy	+4,614	New	+$434K	0.01%	976
2020 Q4	–	Sell	-8,052	Closed	-$611K	–	1345
2020 Q3	$611K	Buy	8,052 +4,220	+110%	+$325K	0.01%	726
2020 Q2	$280K	Buy	3,832 +8	+0.2%	+$536	0.01%	670
2020 Q1	$226K	Buy	+3,824	New	+$290K	0.01%	678

Other funds holding VIOG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's VIOG Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 2.8% in Q2 2025, buying an estimated $11.8K and bringing the position to 3,977 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Avantax Advisory Services first reported a position in VIOG in Q1 2020 and has held it in 12 quarters since. The position peaked at $611K in Q3 2020. 155 funds tracked by Wall St. Rank hold VIOG as of Q2 2025.

Avantax Advisory Services held 3,977 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $455K as of Q2 2025.
Avantax Advisory Services bought 110 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $11.8K.
Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1638 holding.
Avantax Advisory Services first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2020 and has held it in 12 quarters since.
Avantax Advisory Services's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $611K in Q3 2020.
155 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.