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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
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

AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
CW
Code Waechter Tampa, Florida $193M AUM 22.49% 1-Year Est. Return
KG
Kieckhefer Group Mequon, Wisconsin $246M AUM 51.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LTL
Lowery Thomas LLC Pebble Beach, California $205M AUM 27.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Capital Wealth Management's VIOG Position: Q2 2026 in Review

Capital Wealth Management increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 7% in Q2 2026, buying an estimated $156K and bringing the position to 17,158 shares worth $2.63M. The position accounts for 0.63% of the portfolio, ranked #20.

Capital Wealth Management first reported a position in VIOG in Q1 2022 and has held it in 18 quarters since. 72 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • Capital Wealth Management held 17,158 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $2.63M as of Q2 2026.
  • Capital Wealth Management bought 1,122 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $156K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.63% of Capital Wealth Management's portfolio in Q2 2026, its #20 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 18 quarters since.
  • 72 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Capital Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.