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

Capital 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
2026
Q3 		$2.46M Buy
17,820
+662
+4% +$97.5K 0.56% 21
2026
Q2 		$2.63M Buy
17,158
+1,122
+7% +$156K 0.63% 20
2026
Q1 		$2M Buy
16,036
+3,029
+23% +$386K 0.54% 21
2025
Q4 		$1.58M Buy
13,007
+1,694
+15% +$206K 0.51% 22
2025
Q3 		$1.38M Buy
11,313
+1,228
+12% +$146K 0.48% 21
2025
Q2 		$1.15M Buy
10,085
+1,296
+15% +$140K 0.43% 22
2025
Q1 		$939K Buy
8,789
+363
+4% +$41.7K 0.39% 23
2024
Q4 		$980K Buy
8,426
+436
+5% +$53K 0.42% 24
2024
Q3 		$957K Sell
7,990
-43
-0.5% -$4.98K 0.41% 25
2024
Q2 		$885K Sell
8,033
-225
-3% -$24.7K 0.41% 24
2024
Q1 		$928K Sell
8,258
-137
-2% -$14.7K 0.44% 24
2023
Q4 		$903K Sell
8,395
-1,428
-15% -$138K 0.46% 27
2023
Q3 		$926K Sell
9,823
-717
-7% -$71.2K 0.51% 26
2023
Q2 		$1.04M Sell
10,540
-675
-6% -$63.5K 0.57% 25
2023
Q1 		$1.06M Sell
11,215
-3,111
-22% -$302K 0.61% 24
2022
Q4 		$1.34M Buy
14,326
+2,690
+23% +$255K 0.9% 31
2022
Q3 		$1.02M Buy
11,636
+1,790
+18% +$173K 0.79% 31
2022
Q2 		$890K Buy
9,846
+3,436
+54% +$336K 0.66% 33
2022
Q1 		$692K Buy
+6,410
New +$696K 0.47% 35

Other funds holding VIOG

Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Code Waechter
Code Waechter Tampa, Florida $211M AUM 14.1% 1-Year Est. Return
Kieckhefer Group
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Studio Investment Management
Studio Investment Management Chicago, Illinois $589M AUM 11.75% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Capital Wealth Management's VIOG Position: Q3 2026 in Review

Capital Wealth Management increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 3.9% in Q3 2026, buying an estimated $97.5K and bringing the position to 17,820 shares worth $2.46M. The position accounts for 0.56% of the portfolio, ranked #21.

Capital Wealth Management first reported a position in VIOG in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.63M in Q2 2026. 69 funds tracked by Wall St. Rank hold VIOG as of Q3 2026.

  • Capital Wealth Management held 17,820 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $2.46M as of Q3 2026.
  • Capital Wealth Management bought 662 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2026, an estimated $97.5K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.56% of Capital Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Capital Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2022 and has held it in 19 quarters since.
  • Capital Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $2.63M in Q2 2026.
  • 69 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2026.

Based on Capital Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.