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

Beacon Pointe 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
2025
Q2 		– Sell
-2,869
Closed -$307K – 1289
2025
Q1 		$307K Sell
2,869
-748
-21% -$86K ﹤0.01% 1017
2024
Q4 		$421K Sell
3,617
-343
-9% -$41.7K ﹤0.01% 884
2024
Q3 		$474K Buy
3,960
+290
+8% +$33.6K 0.01% 874
2024
Q2 		$405K Sell
3,670
-1,281
-26% -$141K ﹤0.01% 945
2024
Q1 		$557K Sell
4,951
-516
-9% -$55.3K 0.01% 873
2023
Q4 		$588K Sell
5,467
-11,806
-68% -$1.14M 0.01% 844
2023
Q3 		$1.63M Buy
+17,273
New +$1.72M 0.02% 508

Other funds holding VIOG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Pointe Advisors's VIOG Position: Q2 2025 in Review

Beacon Pointe Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2025, closing a stake of 2,869 shares — an estimated $307K sold.

Beacon Pointe Advisors first reported a position in VIOG in Q3 2023 and held it in 7 quarters. The position peaked at $1.63M in Q3 2023. 155 funds tracked by Wall St. Rank hold VIOG as of Q2 2025.

  • Beacon Pointe Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,869 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $307K.
  • Beacon Pointe Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2023 and held it in 7 quarters.
  • Beacon Pointe Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $1.63M in Q3 2023.
  • 155 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Beacon Pointe Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.