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

EP Wealth Advisors’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 Q2	$248K	Buy	+1,616	New	+$225K	﹤0.01%	1399
2022 Q3	–	Sell	-1,382	Closed	-$125K	–	637
2022 Q2	$125K	Hold	1,382	–	–	﹤0.01%	618
2022 Q1	$149K	Sell	1,382 -1,600	-54%	-$174K	﹤0.01%	598
2021 Q4	$357K	Hold	2,982	–	–	0.01%	430
2021 Q3	$335K	Sell	2,982 -252	-8%	-$28.6K	0.01%	411
2021 Q2	$370K	Buy	3,234 +252	+8%	+$28.3K	0.01%	398
2021 Q1	$330K	Hold	2,982	–	–	0.01%	391
2020 Q4	$293K	Sell	2,982 -294	-9%	-$25.8K	0.01%	344
2020 Q3	$249K	Buy	+3,276	New	+$252K	0.01%	315
2020 Q2	–	Sell	-5,956	Closed	-$399K	–	341
2020 Q1	$353K	Sell	5,956 -3,872	-39%	-$294K	0.02%	295
2019 Q4	$814K	Buy	+9,828	New	+$779K	0.03%	215

Other funds holding VIOG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

EP Wealth Advisors's VIOG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2026: 1,616 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1399 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in VIOG as recently as Q2 2022.

EP Wealth Advisors first reported a position in VIOG in Q4 2019 and has held it in 11 quarters since. The position peaked at $814K in Q4 2019. 197 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

EP Wealth Advisors held 1,616 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $248K as of Q2 2026.
Vanguard S&P Small-Cap 600 Growth ETF was a new EP Wealth Advisors position in Q2 2026.
Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1399 holding.
EP Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 11 quarters since.
EP Wealth Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $814K in Q4 2019.
197 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.