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 Q2	$249K	Sell	1,665 -98	-6%	-$13.6K	0.04%	87
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

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

Financial Strategies Group's VIOG Position: Q2 2026 in Review

Financial Strategies Group reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 5.6% in Q2 2026, selling an estimated $13.6K and leaving 1,665 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #87.

Financial Strategies Group first reported a position in VIOG in Q2 2022 and has held it in 6 quarters since. The position peaked at $311K in Q2 2022. 197 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

Financial Strategies Group held 1,665 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $249K as of Q2 2026.
Financial Strategies Group sold 98 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $13.6K.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.04% of Financial Strategies Group's portfolio in Q2 2026, its #87 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 6 quarters since.
Financial Strategies Group's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $311K in Q2 2022.
197 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.