Beaird Harris Wealth Management’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Beaird Harris Wealth Management’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	$493K	Buy	3,212 +4	+0.1%	+$557	0.03%	95
2026 Q1	$399K	Buy	3,208 +6	+0.2%	+$765	0.03%	103
2025 Q4	$388K	Buy	3,202 +18	+0.6%	+$2.19K	0.03%	102
2025 Q3	$388K	Buy	3,184 +7	+0.2%	+$831	0.03%	103
2025 Q2	$364K	Hold	3,177	–	–	0.03%	105
2025 Q1	$340K	Buy	3,177 +10	+0.3%	+$1.15K	0.03%	99
2024 Q4	$368K	Buy	3,167 +17	+0.5%	+$2.07K	0.03%	100
2024 Q3	$377K	Buy	+3,150	New	+$365K	0.03%	102

Other funds holding VIOG

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Crescent Sterling Metairie, Louisiana $112M AUM 26.76% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return