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Barrett & Company’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Barrett & Company’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 		$161K Hold
1,297
– – 0.06% 170
2025
Q4 		$157K Hold
1,297
– – 0.05% 175
2025
Q3 		$158K Hold
1,297
– – 0.05% 172
2025
Q2 		$148K Sell
1,297
-125
-9% -$13.5K 0.06% 171
2025
Q1 		$152K Hold
1,422
– – 0.07% 157
2024
Q4 		$165K Hold
1,422
– – 0.07% 148
2024
Q3 		$170K Hold
1,422
– – 0.07% 149
2024
Q2 		$157K Hold
1,422
– – 0.07% 152
2024
Q1 		$160K Hold
1,422
– – 0.08% 148
2023
Q4 		$153K Hold
1,422
– – 0.08% 142
2023
Q3 		$134K Hold
1,422
– – 0.08% 150
2023
Q2 		$141K Hold
1,422
– – 0.08% 151
2023
Q1 		$135K Hold
1,422
– – 0.09% 150
2022
Q4 		$133K Hold
1,422
– – 0.09% 140
2022
Q3 		$133K Buy
+1,422
New +$138K 0.09% 140

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
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 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