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Benjamin F. Edwards & Company’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Benjamin F. Edwards & 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
2023
Q4 		– Sell
-100
Closed -$9K – 2179
2023
Q3 		$9K Hold
100
– – ﹤0.01% 1435
2023
Q2 		$10K Hold
100
– – ﹤0.01% 1423
2023
Q1 		$9K Buy
+100
New +$9.71K ﹤0.01% 1436

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return

Benjamin F. Edwards & Company's VIOG Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2023, closing a stake of 100 shares — an estimated $9K sold.

Benjamin F. Edwards & Company first reported a position in VIOG in Q1 2023 and held it in 3 quarters. The position peaked at $10K in Q2 2023. 121 funds tracked by Wall St. Rank hold VIOG as of Q4 2023.

  • Benjamin F. Edwards & Company reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 100 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2023, an estimated $9K.
  • Benjamin F. Edwards & Company first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2023 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $10K in Q2 2023.
  • 121 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.