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

Financial Synergies 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 		$265K Hold
1,725
– – 0.02% 106
2026
Q1 		$215K Hold
1,725
– – 0.02% 110
2025
Q4 		$209K Buy
+1,725
New +$210K 0.02% 103

Other funds holding VIOG

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
KG
Kieckhefer Group Mequon, Wisconsin $246M AUM 51.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
LTL
Lowery Thomas LLC Pebble Beach, California $205M AUM 27.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CWM
Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Financial Synergies Wealth Advisors's VIOG Position: Q2 2026 in Review

Financial Synergies Wealth Advisors held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q2 2026 at 1,725 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #106.

Financial Synergies Wealth Advisors first reported a position in VIOG in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • Financial Synergies Wealth Advisors held 1,725 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $265K as of Q2 2026.
  • Financial Synergies Wealth Advisors left its Vanguard S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Financial Synergies Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.