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

Heartwood 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 		$431K Buy
2,809
+460
+20% +$64.1K 0.03% 152
2026
Q1 		$292K Buy
2,349
+343
+17% +$43.7K 0.03% 180
2025
Q4 		$243K Hold
2,006
– – 0.02% 182
2025
Q3 		$244K Buy
+2,006
New +$238K 0.02% 182

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
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
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

Heartwood Wealth Advisors's VIOG Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 20% in Q2 2026, buying an estimated $64.1K and bringing the position to 2,809 shares worth $431K. The position accounts for 0.03% of the portfolio, ranked #152.

Heartwood Wealth Advisors first reported a position in VIOG in Q3 2025 and has held it in 4 quarters since. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • Heartwood Wealth Advisors held 2,809 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $431K as of Q2 2026.
  • Heartwood Wealth Advisors bought 460 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $64.1K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

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