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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

J.W. Cole Advisors's VIOG Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2026, closing a stake of 3,111 shares — an estimated $265K sold.

J.W. Cole Advisors first reported a position in VIOG in Q4 2023 and held it in 9 quarters. The position peaked at $608K in Q3 2025. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

J.W. Cole Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 3,111 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $265K.
J.W. Cole Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2023 and held it in 9 quarters.
J.W. Cole Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $608K in Q3 2025.
178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.