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

Dakota 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 Q1	$224K	Hold	1,800	–	–	﹤0.01%	720
2025 Q4	$218K	Hold	1,800	–	–	﹤0.01%	724
2025 Q3	$219K	Hold	1,800	–	–	﹤0.01%	609
2025 Q2	$206K	Buy	+1,800	New	+$194K	﹤0.01%	724
2025 Q1	–	Sell	-1,800	Closed	-$209K	–	804
2024 Q4	$209K	Hold	1,800	–	–	﹤0.01%	700
2024 Q3	$216K	Buy	+1,800	New	+$209K	﹤0.01%	674
2024 Q2	–	Sell	-1,800	Closed	-$202K	–	758
2024 Q1	$202K	Buy	+1,800	New	+$193K	0.01%	671
2022 Q1	–	Sell	-1,800	Closed	-$215K	–	486
2021 Q4	$215K	Buy	+1,800	New	+$211K	0.02%	349

Other funds holding VIOG

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

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

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

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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LWP

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

Dakota Wealth Management's VIOG Position: Q1 2026 in Review

Dakota Wealth Management held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q1 2026 at 1,800 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Dakota Wealth Management first reported a position in VIOG in Q4 2021 and has held it in 8 quarters since. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

Dakota Wealth Management held 1,800 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $224K as of Q1 2026.
Dakota Wealth Management left its Vanguard S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #720 holding.
Dakota Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 8 quarters since.
178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.