Independent Financial Group’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Independent Financial 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 Q2	$646K	Buy	4,209 +450	+12%	+$62.7K	0.01%	869
2026 Q1	$468K	Buy	3,759 +497	+15%	+$63.4K	0.01%	956
2025 Q4	$396K	Sell	3,262 -58	-2%	-$7.06K	0.01%	1014
2025 Q3	$404K	Sell	3,320 -44	-1%	-$5.22K	0.01%	943
2025 Q2	$385K	Buy	3,364 +1,227	+57%	+$132K	0.01%	902
2025 Q1	$228K	Buy	2,137 +218	+11%	+$25.1K	0.01%	1053
2024 Q4	$223K	Buy	1,919 +245	+15%	+$29.8K	0.01%	1044
2024 Q3	$201K	Buy	+1,674	New	+$194K	0.01%	1074

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

Independent Financial Group's VIOG Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 12% in Q2 2026, buying an estimated $62.7K and bringing the position to 4,209 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #869.

Independent Financial Group first reported a position in VIOG in Q3 2024 and has held it in 8 quarters since. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

Independent Financial Group held 4,209 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $646K as of Q2 2026.
Independent Financial Group bought 450 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $62.7K.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #869 holding.
Independent Financial Group first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2024 and has held it in 8 quarters since.
198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.