Blue Trust Inc’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Blue Trust Inc’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 Q1	$6.22K	Sell	50 -200	-80%	-$25.5K	﹤0.01%	1939
2025 Q4	$30.3K	Buy	250 +200	+400%	+$24.3K	﹤0.01%	1539
2025 Q3	$6.09K	Hold	50	–	–	﹤0.01%	1956
2025 Q2	$5.72K	Hold	50	–	–	﹤0.01%	1979
2025 Q1	$5.34K	Hold	50	–	–	﹤0.01%	2095
2024 Q4	$5.82K	Hold	50	–	–	﹤0.01%	2057
2024 Q3	$5.51K	Hold	50	–	–	﹤0.01%	2372
2024 Q2	$5.62K	Hold	50	–	–	﹤0.01%	2153
2024 Q1	$5.62K	Hold	50	–	–	﹤0.01%	1610
2023 Q4	$5K	Hold	50	–	–	﹤0.01%	1871
2023 Q3	$5K	Hold	50	–	–	﹤0.01%	1663
2023 Q2	$5K	Buy	50 +25	+100%	+$2.35K	﹤0.01%	1553
2023 Q1	$5K	Sell	25 -25	-50%	-$2.43K	﹤0.01%	1809
2022 Q4	$4K	Hold	50	–	–	﹤0.01%	1820
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	1591
2022 Q2	$5K	Buy	+50	New	+$4.88K	﹤0.01%	1466

Other funds holding VIOG

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return

DWA

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LWP

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

Blue Trust Inc's VIOG Position: Q1 2026 in Review

Blue Trust Inc reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 80% in Q1 2026, selling an estimated $25.5K and leaving 50 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Blue Trust Inc first reported a position in VIOG in Q2 2022 and has held it in 16 quarters since. The position peaked at $30.3K in Q4 2025. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

Blue Trust Inc held 50 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $6.22K as of Q1 2026.
Blue Trust Inc sold 200 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $25.5K.
Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1939 holding.
Blue Trust Inc first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2022 and has held it in 16 quarters since.
Blue Trust Inc's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $30.3K in Q4 2025.
178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.