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Hamilton Point Investment Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Hamilton Point Investment 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
2024
Q4 		– Sell
-248
Closed -$29.8K – 170
2024
Q3 		$29.8K Buy
+248
New +$28.7K 0.01% 144

Other funds holding VIOG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hamilton Point Investment Advisors's VIOG Position: Q4 2024 in Review

Hamilton Point Investment Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2024, closing a stake of 248 shares — an estimated $29.8K sold.

Hamilton Point Investment Advisors first reported a position in VIOG in Q3 2024 and held it in 1 quarter. The position peaked at $29.8K in Q3 2024. 164 funds tracked by Wall St. Rank hold VIOG as of Q4 2024.

  • Hamilton Point Investment Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 248 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $29.8K.
  • Hamilton Point Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2024 and held it in 1 quarter.
  • Hamilton Point Investment Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $29.8K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Hamilton Point Investment Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.