GVAG
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Great Valley Advisor Group’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Great Valley Advisor 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 		$213K Sell
1,712
-21
-1% -$2.68K ﹤0.01% 937
2025
Q4 		$210K Buy
1,733
+9
+0.5% +$1.09K ﹤0.01% 889
2025
Q3 		$210K Buy
+1,724
New +$205K ﹤0.01% 879

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 $462M AUM 15.48% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 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

Great Valley Advisor Group's VIOG Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 1.2% in Q1 2026, selling an estimated $2.68K and leaving 1,712 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Great Valley Advisor Group first reported a position in VIOG in Q3 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

  • Great Valley Advisor Group held 1,712 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $213K as of Q1 2026.
  • Great Valley Advisor Group sold 21 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $2.68K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #937 holding.
  • Great Valley Advisor Group first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.