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

Dowling & Yahnke’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
2022 Q1	–	Sell	-2,760	Closed	-$330K	–	390
2021 Q4	$330K	Buy	+2,760	New	+$324K	0.02%	308

Other funds holding VIOG

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DWA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Dowling & Yahnke's VIOG Position: Q1 2022 in Review

Dowling & Yahnke sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2022, closing a stake of 2,760 shares — an estimated $330K sold.

Dowling & Yahnke first reported a position in VIOG in Q4 2021 and held it in 1 quarter. The position peaked at $330K in Q4 2021. 93 funds tracked by Wall St. Rank hold VIOG as of Q1 2022.

Dowling & Yahnke reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2022 after selling out during the quarter.
Dowling & Yahnke sold 2,760 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2022, an estimated $330K.
Dowling & Yahnke first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 1 quarter.
Dowling & Yahnke's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $330K in Q4 2021.
93 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2022.

Based on Dowling & Yahnke's 13F filing for Q1 2022, filed 4 May 2022.