Householder Group Estate & Retirement Specialist’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Householder Group Estate & Retirement Specialist’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	-232	Closed	-$27K	–	1199
2024 Q3	$27K	Hold	232	–	–	0.01%	617
2024 Q2	$25K	Hold	232	–	–	0.01%	636
2024 Q1	$26.1K	Hold	232	–	–	0.01%	611
2023 Q4	$24K	Hold	232	–	–	0.01%	606
2023 Q3	$21.9K	Buy	+232	New	+$23K	0.01%	624
2023 Q1	$22K	Buy	+232	New	+$22.5K	0.01%	622
2022 Q4	–	Sell	-232	Closed	-$20K	–	1119
2022 Q3	$20K	Buy	+232	New	+$22.4K	0.01%	575

Other funds holding VIOG

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VIOG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2024, closing a stake of 232 shares — an estimated $27K sold.

Householder Group Estate & Retirement Specialist first reported a position in VIOG in Q3 2022 and held it in 7 quarters. The position peaked at $27K in Q3 2024. 164 funds tracked by Wall St. Rank hold VIOG as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 232 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $27K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $27K 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 Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.