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

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

Beaird Harris Wealth Management's VIOG Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 0.12% in Q2 2026, buying an estimated $557 and bringing the position to 3,212 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #95.

Beaird Harris Wealth Management first reported a position in VIOG in Q3 2024 and has held it in 8 quarters since. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

Beaird Harris Wealth Management held 3,212 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $493K as of Q2 2026.
Beaird Harris Wealth Management bought 4 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $557.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.03% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #95 holding.
Beaird Harris Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2024 and has held it in 8 quarters since.
198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.