Envestnet Portfolio Solutions
VIOG icon

Envestnet Portfolio Solutions’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Envestnet Portfolio Solutions’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
-3,181
Closed -$340K – 1648
2025
Q1 		$340K Buy
3,181
+825
+35% +$94.9K ﹤0.01% 1229
2024
Q4 		$274K Buy
2,356
+73
+3% +$8.88K ﹤0.01% 1544
2024
Q3 		$273K Buy
2,283
+55
+2% +$6.37K ﹤0.01% 1497
2024
Q2 		$246K Sell
2,228
-291
-12% -$32K ﹤0.01% 1485
2024
Q1 		$283K Sell
2,519
-255
-9% -$27.4K ﹤0.01% 1388
2023
Q4 		$298K Sell
2,774
-306
-10% -$29.5K ﹤0.01% 1291
2023
Q3 		$290K Buy
+3,080
New +$306K ﹤0.01% 1243

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 $158M AUM 18.41% 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

Envestnet Portfolio Solutions's VIOG Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2025, closing a stake of 3,181 shares — an estimated $340K sold.

Envestnet Portfolio Solutions first reported a position in VIOG in Q3 2023 and held it in 7 quarters. The position peaked at $340K in Q1 2025. 155 funds tracked by Wall St. Rank hold VIOG as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,181 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $340K.
  • Envestnet Portfolio Solutions first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2023 and held it in 7 quarters.
  • Envestnet Portfolio Solutions's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $340K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.