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Cannell & Co’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Cannell & Co’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
Q4 		$474K Buy
+4,408
New +$426K 0.02% 209
2023
Q3 		– Sell
-4,607
Closed -$457K – 273
2023
Q2 		$457K Buy
+4,607
New +$434K 0.02% 205
2021
Q3 		– Sell
-2,352
Closed -$269K – 289
2021
Q2 		$269K Buy
+2,352
New +$264K 0.01% 260

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $626M AUM 36.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

Cannell & Co's VIOG Position: Q4 2023 in Review

Cannell & Co opened a new position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2023: 4,408 shares worth $474K. The stake represents 0.02% of the portfolio and ranks #209 among its holdings. This is a return to the name: Cannell & Co previously reported a position in VIOG as recently as Q2 2023.

Cannell & Co first reported a position in VIOG in Q2 2021 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold VIOG as of Q4 2023.

  • Cannell & Co held 4,408 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $474K as of Q4 2023.
  • Vanguard S&P Small-Cap 600 Growth ETF was a new Cannell & Co position in Q4 2023.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.02% of Cannell & Co's portfolio in Q4 2023, its #209 holding.
  • Cannell & Co first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2021 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2023.

Based on Cannell & Co's 13F filing for Q4 2023, filed 5 Feb 2024.