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VIOG icon

Birchwood Financial Partners’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Birchwood Financial Partners’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 		$39.9K Hold
260
– – 0.03% 193
2026
Q1 		$32.4K Hold
260
– – 0.03% 206
2025
Q4 		$31.5K Buy
+260
New +$31.6K 0.03% 211

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
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
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

Birchwood Financial Partners's VIOG Position: Q2 2026 in Review

Birchwood Financial Partners held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q2 2026 at 260 shares worth $39.9K. The position accounts for 0.03% of the portfolio, ranked #193.

Birchwood Financial Partners first reported a position in VIOG in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • Birchwood Financial Partners held 260 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $39.9K as of Q2 2026.
  • Birchwood Financial Partners left its Vanguard S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.03% of Birchwood Financial Partners's portfolio in Q2 2026, its #193 holding.
  • Birchwood Financial Partners first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.