DIP
VIOG icon

Davis Investment Partners’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Davis Investment Partners’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 		– Sell
-2,058
Closed -$250K – 180
2025
Q4 		$250K Sell
2,058
-1,800
-47% -$219K 0.09% 141
2025
Q3 		$469K Hold
3,858
– – 0.16% 107
2025
Q2 		$443K Hold
3,858
– – 0.16% 118
2025
Q1 		$386K Sell
3,858
-90
-2% -$10.3K 0.17% 111
2024
Q4 		$459K Hold
3,948
– – 0.19% 81
2024
Q3 		$467K Hold
3,948
– – 0.2% 81
2024
Q2 		$451K Hold
3,948
– – 0.19% 81
2024
Q1 		$433K Sell
3,948
-50
-1% -$5.36K 0.19% 79
2023
Q4 		$416K Hold
3,998
– – 0.2% 74
2023
Q3 		$369K Hold
3,998
– – 0.2% 71
2023
Q2 		$410K Hold
3,998
– – 0.2% 76
2023
Q1 		$376K Hold
3,998
– – 0.2% 73
2022
Q4 		$402K Buy
+3,998
New +$379K 0.2% 73

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