JP Morgan Private Wealth Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$2.29M	Sell	24,257 -125	-0.5%	-$12.4K	0.01%	694
2023 Q2	$2.42M	Sell	24,382 -1,100	-4%	-$104K	0.01%	501
2023 Q1	$2.41M	Buy	25,482 +218	+0.9%	+$21.2K	0.01%	809
2022 Q4	$2.35M	Sell	25,264 -1,600	-6%	-$152K	0.01%	784
2022 Q3	$2.35M	Buy	26,864 +386	+1%	+$37.3K	0.01%	787
2022 Q2	$2.4M	Sell	26,478 -1,000	-4%	-$97.7K	0.01%	786
2022 Q1	$2.97M	Buy	27,478 +300	+1%	+$32.6K	0.01%	773
2021 Q4	$3.25M	Buy	27,178 +3,076	+13%	+$361K	0.01%	738
2021 Q3	$2.71M	Buy	24,102 +4,802	+25%	+$546K	0.01%	779
2021 Q2	$2.21M	Hold	19,300	–	–	0.01%	833
2021 Q1	$2.13M	Buy	19,300 +100	+0.5%	+$11K	0.01%	742
2020 Q4	$1.89M	Hold	19,200	–	–	0.01%	750
2020 Q3	$1.46M	Hold	19,200	–	–	0.01%	742
2020 Q2	$1.4M	Hold	19,200	–	–	0.01%	689
2020 Q1	$1.14M	Hold	19,200	–	–	0.01%	673
2019 Q4	$1.59M	Hold	19,200	–	–	0.01%	659
2019 Q3	$1.47M	Sell	19,200 -462	-2%	-$35.8K	0.01%	647
2019 Q2	$1.54M	Hold	19,662	–	–	0.01%	641
2019 Q1	$1.51M	Hold	19,662	–	–	0.01%	677
2018 Q4	$1.36M	Hold	19,662	–	–	0.01%	659
2018 Q3	$1.7M	Hold	19,662	–	–	0.01%	664
2018 Q2	$1.6M	Sell	19,662 -66	-0.3%	-$5.2K	0.01%	648
2018 Q1	$1.47M	Hold	19,728	–	–	0.01%	553
2017 Q4	$1.44M	Hold	19,728	–	–	0.01%	568
2017 Q3	$1.39M	Sell	19,728 -1,524	-7%	-$102K	0.01%	546
2017 Q2	$1.42M	Hold	21,252	–	–	0.01%	532
2017 Q1	$1.4M	Sell	21,252 -100	-0.5%	-$6.49K	0.01%	547
2016 Q4	$1.37M	Hold	21,352	–	–	0.01%	516
2016 Q3	$1.26M	Sell	21,352 -242	-1%	-$14K	0.01%	536
2016 Q2	$1.18M	Buy	21,594 +176	+0.8%	+$9.48K	0.01%	553
2016 Q1	$1.14M	Buy	+21,418	New	+$1.07M	0.01%	520

Other funds holding VIOG

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $626M AUM 36.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

JP Morgan Private Wealth Advisors's VIOG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 0.51% in Q3 2023, selling an estimated $12.4K and leaving 24,257 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #694.

JP Morgan Private Wealth Advisors first reported a position in VIOG in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.25M in Q4 2021. 106 funds tracked by Wall St. Rank hold VIOG as of Q3 2023.

JP Morgan Private Wealth Advisors held 24,257 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $2.29M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 125 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2023, an estimated $12.4K.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #694 holding.
JP Morgan Private Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2016 and has held it in 31 quarters since.
JP Morgan Private Wealth Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $3.25M in Q4 2021.
106 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.