GA
VIOG icon

Gateway Advisory’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Gateway Advisory’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
2021
Q3 		– Sell
-34,152
Closed -$3.9M – 132
2021
Q2 		$3.9M Buy
34,152
+3,882
+13% +$436K 0.83% 30
2021
Q1 		$3.35M Buy
30,270
+778
+3% +$85.2K 0.85% 32
2020
Q4 		$2.9M Buy
29,492
+826
+3% +$72.6K 0.63% 34
2020
Q3 		$2.18M Buy
28,666
+740
+3% +$57K 0.51% 34
2020
Q2 		$2.04M Sell
27,926
-4,478
-14% -$300K 0.6% 31
2020
Q1 		$1.92M Buy
+32,404
New +$2.46M 0.65% 30
2018
Q4 		– Sell
-78,832
Closed -$6.83M – 79
2018
Q3 		$6.83M Buy
78,832
+20,608
+35% +$1.78M 1.8% 11
2018
Q2 		$4.73M Buy
58,224
+11,862
+26% +$934K 1.33% 25
2018
Q1 		$3.46M Buy
46,362
+640
+1% +$47.8K 1.01% 26
2017
Q4 		$3.34M Buy
45,722
+2,028
+5% +$145K 0.92% 29
2017
Q3 		$3.08M Buy
43,694
+2,718
+7% +$182K 0.92% 25
2017
Q2 		$2.74M Buy
40,976
+8,364
+26% +$551K 0.85% 24
2017
Q1 		$2.11M Buy
+32,612
New +$2.12M 0.67% 34

Other funds holding VIOG

RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Gateway Advisory's VIOG Position: Q3 2021 in Review

Gateway Advisory sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q3 2021, closing a stake of 34,152 shares — an estimated $3.9M sold.

Gateway Advisory first reported a position in VIOG in Q1 2017 and held it in 13 quarters. The position peaked at $6.83M in Q3 2018. 80 funds tracked by Wall St. Rank hold VIOG as of Q3 2021.

  • Gateway Advisory reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Gateway Advisory sold 34,152 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2021, an estimated $3.9M.
  • Gateway Advisory first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2017 and held it in 13 quarters.
  • Gateway Advisory's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $6.83M in Q3 2018.
  • 80 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2021.

Based on Gateway Advisory's 13F filing for Q3 2021, filed 21 Oct 2021.