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Financial Strategies Group’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Financial Strategies Group’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
Q1 		$243K Sell
1,763
-18
-1% -$2.3K 0.04% 90
2025
Q4 		$224K Buy
1,781
+27
+2% +$3.29K 0.04% 91
2025
Q3 		$211K Buy
1,754
+1
+0.1% +$119 0.04% 92
2025
Q2 		$205K Buy
+1,753
New +$189K 0.04% 93
2022
Q3 		– Sell
-3,438
Closed -$311K – 89
2022
Q2 		$311K Buy
+3,438
New +$336K 0.13% 68

Other funds holding VIOG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

Financial Strategies Group's VIOG Position: Q1 2026 in Review

Financial Strategies Group reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 1% in Q1 2026, selling an estimated $2.3K and leaving 1,763 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #90.

Financial Strategies Group first reported a position in VIOG in Q2 2022 and has held it in 5 quarters since. The position peaked at $311K in Q2 2022. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

  • Financial Strategies Group held 1,763 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $243K as of Q1 2026.
  • Financial Strategies Group sold 18 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $2.3K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.04% of Financial Strategies Group's portfolio in Q1 2026, its #90 holding.
  • Financial Strategies Group first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2022 and has held it in 5 quarters since.
  • Financial Strategies Group's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $311K in Q2 2022.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.