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

Evolution Wealth Management’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
Q4 		– Sell
-90
Closed -$11K – 784
2025
Q3 		$11K Buy
+90
New +$10.7K 0.01% 360

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Evolution Wealth Management's VIOG Position: Q4 2025 in Review

Evolution Wealth Management sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2025, closing a stake of 90 shares — an estimated $11K sold.

Evolution Wealth Management first reported a position in VIOG in Q3 2025 and held it in 1 quarter. The position peaked at $11K in Q3 2025. 181 funds tracked by Wall St. Rank hold VIOG as of Q4 2025.

  • Evolution Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 90 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2025, an estimated $11K.
  • Evolution Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $11K in Q3 2025.
  • 181 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.