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

Biltmore Capital 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
2021 Q4	$491K	Sell	4,102 -90	-2%	-$10.6K	0.08%	88
2021 Q3	$471K	Buy	4,192 +24	+0.6%	+$2.73K	0.09%	89
2021 Q2	$477K	Buy	4,168 +644	+18%	+$72.3K	0.09%	75
2021 Q1	$389K	Buy	3,524 +528	+18%	+$57.8K	0.08%	88
2020 Q4	$295K	Buy	2,996 +6	+0.2%	+$527	0.08%	79
2020 Q3	$227K	Buy	+2,990	New	+$230K	0.07%	74

Other funds holding VIOG

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BONH

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Biltmore Capital Advisors's VIOG Position: Q4 2021 in Review

Biltmore Capital Advisors reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 2.1% in Q4 2021, selling an estimated $10.6K and leaving 4,102 shares worth $491K. The position accounts for 0.08% of the portfolio, ranked #88.

Biltmore Capital Advisors first reported a position in VIOG in Q3 2020 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold VIOG as of Q4 2021.

Biltmore Capital Advisors held 4,102 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $491K as of Q4 2021.
Biltmore Capital Advisors sold 90 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $10.6K.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.08% of Biltmore Capital Advisors's portfolio in Q4 2021, its #88 holding.
Biltmore Capital Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2020 and has held it in 6 quarters since.
96 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.