HM Payson & Co’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

HM Payson & Co’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	$4.6K	Sell	30 -5	-14%	-$696	﹤0.01%	993
2026 Q1	$4.36K	Hold	35	–	–	﹤0.01%	987
2025 Q4	$4.25K	Hold	35	–	–	﹤0.01%	990
2025 Q3	$4.26K	Buy	+35	New	+$4.15K	﹤0.01%	959

Other funds holding VIOG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 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

HM Payson & Co's VIOG Position: Q2 2026 in Review

HM Payson & Co reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 14% in Q2 2026, selling an estimated $696 and leaving 30 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

HM Payson & Co 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.

HM Payson & Co held 30 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $4.6K as of Q2 2026.
HM Payson & Co sold 5 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $696.
Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #993 holding.
HM Payson & Co 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 HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.