Keebeck Wealth Management’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Keebeck Wealth Management’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
2025 Q3	–	Sell	-11,488	Closed	-$1.32M	–	380
2025 Q2	$1.32M	Sell	11,488 -345	-3%	-$37.1K	0.17%	127
2025 Q1	$1.26M	Sell	11,833 -2,586	-18%	-$297K	0.19%	117
2024 Q4	$1.68M	Sell	14,419 -42	-0.3%	-$5.11K	0.24%	98
2024 Q3	$1.74M	Sell	14,461 -4,778	-25%	-$554K	0.25%	102
2024 Q2	$2.13M	Buy	+19,239	New	+$2.12M	0.31%	87
2024 Q1	–	Sell	-13,819	Closed	-$1.49M	–	289
2023 Q4	$1.49M	Buy	+13,819	New	+$1.33M	0.25%	105

Other funds holding VIOG

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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 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

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

SPIA

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

DWA

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

LWP

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

Keebeck Wealth Management's VIOG Position: Q3 2025 in Review

Keebeck Wealth Management sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q3 2025, closing a stake of 11,488 shares — an estimated $1.32M sold.

Keebeck Wealth Management first reported a position in VIOG in Q4 2023 and held it in 6 quarters. The position peaked at $2.13M in Q2 2024. 168 funds tracked by Wall St. Rank hold VIOG as of Q3 2025.

Keebeck Wealth Management reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
Keebeck Wealth Management sold 11,488 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $1.32M.
Keebeck Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2023 and held it in 6 quarters.
Keebeck Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $2.13M in Q2 2024.
168 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Keebeck Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.