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

Capital Advisors Ltd’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 Q2	–	Sell	-84	Closed	-$9K	–	1642
2025 Q1	$9K	Hold	84	–	–	﹤0.01%	814
2024 Q4	$10K	Hold	84	–	–	﹤0.01%	795
2024 Q3	$10K	Hold	84	–	–	﹤0.01%	782
2024 Q2	$9K	Hold	84	–	–	﹤0.01%	786
2024 Q1	$9K	Hold	84	–	–	﹤0.01%	747
2023 Q4	$9K	Hold	84	–	–	﹤0.01%	719
2023 Q3	$8K	Hold	84	–	–	﹤0.01%	729
2023 Q2	$8K	Hold	84	–	–	﹤0.01%	743
2023 Q1	$8K	Hold	84	–	–	﹤0.01%	603
2022 Q4	$8K	Hold	84	–	–	﹤0.01%	593
2022 Q3	$7K	Hold	84	–	–	﹤0.01%	589
2022 Q2	$8K	Hold	84	–	–	﹤0.01%	534
2022 Q1	$9K	Hold	84	–	–	﹤0.01%	543
2021 Q4	$10K	Hold	84	–	–	﹤0.01%	526
2021 Q3	$9K	Hold	84	–	–	﹤0.01%	444
2021 Q2	$10K	Hold	84	–	–	﹤0.01%	418
2021 Q1	$9K	Hold	84	–	–	﹤0.01%	418
2020 Q4	$8K	Hold	84	–	–	﹤0.01%	398
2020 Q3	$6K	Hold	84	–	–	﹤0.01%	408
2020 Q2	$6K	Hold	84	–	–	﹤0.01%	401
2020 Q1	$5K	Hold	84	–	–	﹤0.01%	410
2019 Q4	$7K	Sell	84 -116	-58%	-$9.2K	﹤0.01%	372
2019 Q3	$15K	Hold	200	–	–	﹤0.01%	328
2019 Q2	$16K	Buy	+200	New	+$15.5K	﹤0.01%	352

Other funds holding VIOG

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DWA

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

LWP

LMG Wealth Partners Shreveport, Louisiana $626M AUM 36.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Advisors Ltd's VIOG Position: Q2 2025 in Review

Capital Advisors Ltd sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2025, closing a stake of 84 shares — an estimated $9K sold.

Capital Advisors Ltd first reported a position in VIOG in Q2 2019 and held it in 24 quarters. The position peaked at $16K in Q2 2019. 155 funds tracked by Wall St. Rank hold VIOG as of Q2 2025.

Capital Advisors Ltd reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
Capital Advisors Ltd sold 84 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $9K.
Capital Advisors Ltd first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2019 and held it in 24 quarters.
Capital Advisors Ltd's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $16K in Q2 2019.
155 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.