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

Cassady Schiller 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
2024
Q4 		$14.9K Hold
128
– – 0.01% 311
2024
Q3 		$15.3K Buy
+128
New +$14.8K 0.01% 294

Other funds holding VIOG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 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
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cassady Schiller Wealth Management's VIOG Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q4 2024 at 128 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #311.

Cassady Schiller Wealth Management first reported a position in VIOG in Q3 2024 and has held it in 2 quarters since. The position peaked at $15.3K in Q3 2024. 164 funds tracked by Wall St. Rank hold VIOG as of Q4 2024.

  • Cassady Schiller Wealth Management held 128 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $14.9K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Vanguard S&P Small-Cap 600 Growth ETF share count unchanged in Q4 2024.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #311 holding.
  • Cassady Schiller Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2024 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $15.3K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.