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

Crumly & Associates’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	-3,198	Closed	-$342K	–	184
2025 Q1	$342K	Sell	3,198 -75	-2%	-$8.62K	0.09%	120
2024 Q4	$381K	Sell	3,273 -35,832	-92%	-$4.36M	0.1%	108
2024 Q3	$4.68M	Buy	+39,105	New	+$4.53M	1.29%	28
2024 Q1	–	Sell	-2,863	Closed	-$308K	–	133
2023 Q4	$308K	Buy	+2,863	New	+$276K	0.09%	111

Other funds holding VIOG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crumly & Associates's VIOG Position: Q2 2025 in Review

Crumly & Associates sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2025, closing a stake of 3,198 shares — an estimated $342K sold.

Crumly & Associates first reported a position in VIOG in Q4 2023 and held it in 4 quarters. The position peaked at $4.68M in Q3 2024. 155 funds tracked by Wall St. Rank hold VIOG as of Q2 2025.

Crumly & Associates reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
Crumly & Associates sold 3,198 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $342K.
Crumly & Associates first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2023 and held it in 4 quarters.
Crumly & Associates's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $4.68M in Q3 2024.
155 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Crumly & Associates's 13F filing for Q2 2025, filed 2 Jul 2025.