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

Brass Tax 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
2025
Q3 		$269K Hold
2,212
– – 0.04% 199
2025
Q2 		$253K Hold
2,212
– – 0.05% 194
2025
Q1 		$236K Hold
2,212
– – 0.05% 189
2024
Q4 		$257K Hold
2,212
– – 0.05% 172
2024
Q3 		$265K Hold
2,212
– – 0.06% 164
2024
Q2 		$244K Hold
2,212
– – 0.11% 115
2024
Q1 		$249K Buy
+2,212
New +$237K 0.13% 95

Other funds holding VIOG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

Brass Tax Wealth Management's VIOG Position: Q3 2025 in Review

Brass Tax Wealth Management held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q3 2025 at 2,212 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #199.

Brass Tax Wealth Management first reported a position in VIOG in Q1 2024 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold VIOG as of Q3 2025.

  • Brass Tax Wealth Management held 2,212 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $269K as of Q3 2025.
  • Brass Tax Wealth Management left its Vanguard S&P Small-Cap 600 Growth ETF share count unchanged in Q3 2025.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #199 holding.
  • Brass Tax Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2024 and has held it in 7 quarters since.
  • 168 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.