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

ERTS 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
2025 Q2	–	Sell	-3,583	Closed	-$383K	–	81
2025 Q1	$383K	Sell	3,583 -80	-2%	-$9.2K	0.07%	55
2024 Q4	$426K	Sell	3,663 -153	-4%	-$18.6K	0.08%	51
2024 Q3	$457K	Hold	3,816	–	–	0.09%	51
2024 Q2	$421K	Hold	3,816	–	–	0.08%	54
2024 Q1	$429K	Sell	3,816 -757	-17%	-$81.2K	0.09%	53
2023 Q4	$492K	Sell	4,573 -529	-10%	-$51.1K	0.11%	40
2023 Q3	$481K	Sell	5,102 -200	-4%	-$19.9K	0.12%	42
2023 Q2	$526K	Sell	5,302 -244	-4%	-$23K	0.12%	46
2023 Q1	$525K	Sell	5,546 -604	-10%	-$58.6K	0.13%	45
2022 Q4	$573K	Buy	6,150 +1,340	+28%	+$127K	0.15%	52
2022 Q3	$421K	Sell	4,810 -236	-5%	-$22.8K	0.12%	53
2022 Q2	$456K	Buy	+5,046	New	+$493K	0.13%	54

Other funds holding VIOG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

ERTS Wealth Advisors's VIOG Position: Q2 2025 in Review

ERTS Wealth Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2025, closing a stake of 3,583 shares — an estimated $383K sold.

ERTS Wealth Advisors first reported a position in VIOG in Q2 2022 and held it in 12 quarters. The position peaked at $573K in Q4 2022. 155 funds tracked by Wall St. Rank hold VIOG as of Q2 2025.

ERTS Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2025 after selling out during the quarter.
ERTS Wealth Advisors sold 3,583 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $383K.
ERTS Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2022 and held it in 12 quarters.
ERTS Wealth Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $573K in Q4 2022.
155 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2025.

Based on ERTS Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.