CW
VIOG icon

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

Code Waechter’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
Q1 		$6.83M Buy
54,907
+5,035
+10% +$642K 4.06% 6
2025
Q4 		$6.05M Buy
49,872
+1,692
+4% +$206K 3.88% 6
2025
Q3 		$5.84M Buy
48,180
+1,813
+4% +$215K 3.81% 6
2025
Q2 		$5.31M Buy
+46,367
New +$4.99M 3.77% 7

Other funds holding VIOG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return