J.W. Cole Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

J.W. Cole 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	$401K	Buy	+2,616	New	+$364K	0.01%	1125
2026 Q1	–	Sell	-3,111	Closed	-$265K	–	1455
2025 Q4	$265K	Sell	3,111 -1,886	-38%	-$229K	0.01%	1158
2025 Q3	$608K	Sell	4,997 -8	-0.2%	-$949	0.01%	920
2025 Q2	$573K	Buy	5,005 +1,885	+60%	+$203K	0.01%	872
2025 Q1	$333K	Buy	3,120 +550	+21%	+$63.2K	0.01%	916
2024 Q4	$299K	Hold	2,570	–	–	0.01%	783
2024 Q3	$308K	Hold	2,570	–	–	0.01%	758
2024 Q2	$283K	Hold	2,570	–	–	0.01%	722
2024 Q1	$287K	Hold	2,570	–	–	0.01%	706
2023 Q4	$277K	Buy	+2,570	New	+$248K	0.02%	675

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

J.W. Cole Advisors's VIOG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2026: 2,616 shares worth $401K. The stake represents 0.01% of the portfolio and ranks #1125 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in VIOG as recently as Q4 2025.

J.W. Cole Advisors first reported a position in VIOG in Q4 2023 and has held it in 10 quarters since. The position peaked at $608K in Q3 2025. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

J.W. Cole Advisors held 2,616 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $401K as of Q2 2026.
Vanguard S&P Small-Cap 600 Growth ETF was a new J.W. Cole Advisors position in Q2 2026.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1125 holding.
J.W. Cole Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2023 and has held it in 10 quarters since.
J.W. Cole Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $608K in Q3 2025.
198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.