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Baron Silver Stevens Financial Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Baron Silver Stevens Financial 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
2021
Q1 		– Sell
-40
Closed -$3K – 455
2020
Q4 		$3K Buy
+40
New +$3.52K ﹤0.01% 377

Other funds holding VIOG

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's VIOG Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2021, closing a stake of 40 shares — an estimated $3K sold.

Baron Silver Stevens Financial Advisors first reported a position in VIOG in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 72 funds tracked by Wall St. Rank hold VIOG as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 40 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2021, an estimated $3K.
  • Baron Silver Stevens Financial Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $3K in Q4 2020.
  • 72 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.