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

BerganKDV 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
2023 Q2	$4.76K	Hold	48	–	–	﹤0.01%	615
2023 Q1	$4.55K	Hold	48	–	–	﹤0.01%	705
2022 Q4	$4.47K	Hold	48	–	–	﹤0.01%	688
2022 Q3	$4K	Hold	48	–	–	﹤0.01%	731
2022 Q2	$4K	Hold	48	–	–	﹤0.01%	747
2022 Q1	$5K	Hold	48	–	–	﹤0.01%	738
2021 Q4	$6K	Hold	48	–	–	﹤0.01%	763
2021 Q3	$5K	Buy	+48	New	+$5.46K	﹤0.01%	760

Other funds holding VIOG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

BerganKDV Wealth Management's VIOG Position: Q2 2023 in Review

BerganKDV Wealth Management held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q2 2023 at 48 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

BerganKDV Wealth Management first reported a position in VIOG in Q3 2021 and has held it in 8 quarters since. The position peaked at $6K in Q4 2021. 110 funds tracked by Wall St. Rank hold VIOG as of Q2 2023.

BerganKDV Wealth Management held 48 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $4.76K as of Q2 2023.
BerganKDV Wealth Management left its Vanguard S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2023.
Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #615 holding.
BerganKDV Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2021 and has held it in 8 quarters since.
BerganKDV Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $6K in Q4 2021.
110 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.