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

Coldstream Capital 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
2025
Q2 		– Sell
-206
Closed -$22K – 3284
2025
Q1 		$22K Buy
+206
New +$23.7K ﹤0.01% 2065
2019
Q1 		– Sell
-3,600
Closed -$249K – 356
2018
Q4 		$249K Buy
+3,600
New +$275K 0.02% 260

Other funds holding VIOG

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
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coldstream Capital Management's VIOG Position: Q2 2025 in Review

Coldstream Capital Management sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2025, closing a stake of 206 shares — an estimated $22K sold.

Coldstream Capital Management first reported a position in VIOG in Q4 2018 and held it in 2 quarters. The position peaked at $249K in Q4 2018. 155 funds tracked by Wall St. Rank hold VIOG as of Q2 2025.

  • Coldstream Capital Management reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 206 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $22K.
  • Coldstream Capital Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 2 quarters.
  • Coldstream Capital Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $249K in Q4 2018.
  • 155 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.