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

Balanced Wealth Group’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	$7.94M	Buy	51,756 +49,239	+1,956%	+$6.86M	2.51%	12
2026 Q1	$313K	Buy	2,517 +12	+0.5%	+$1.53K	0.11%	60
2025 Q4	$305K	Buy	2,505 +12	+0.5%	+$1.46K	0.11%	60
2025 Q3	$287K	Sell	2,493 -5	-0.2%	-$593	0.13%	59
2025 Q2	$287K	Buy	2,498 +5	+0.2%	+$538	0.12%	60
2025 Q1	$266K	Buy	+2,493	New	+$287K	0.13%	59

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

Balanced Wealth Group's VIOG Position: Q2 2026 in Review

Balanced Wealth Group increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 1,956% in Q2 2026, buying an estimated $6.86M and bringing the position to 51,756 shares worth $7.94M. The position accounts for 2.51% of the portfolio, ranked #12.

Balanced Wealth Group first reported a position in VIOG in Q1 2025 and has held it in 6 quarters since. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

Balanced Wealth Group held 51,756 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $7.94M as of Q2 2026.
Balanced Wealth Group bought 49,239 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $6.86M.
Vanguard S&P Small-Cap 600 Growth ETF made up 2.51% of Balanced Wealth Group's portfolio in Q2 2026, its #12 holding.
Balanced Wealth Group first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2025 and has held it in 6 quarters since.
198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.