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

Keener Financial Planning’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
-28
Closed -$3K – 233
2025
Q2 		$3K Buy
+28
New +$3.01K ﹤0.01% 197

Other funds holding VIOG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $626M AUM 36.27% 1-Year Est. Return

Keener Financial Planning's VIOG Position: Q3 2025 in Review

Keener Financial Planning sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q3 2025, closing a stake of 28 shares — an estimated $3K sold.

Keener Financial Planning first reported a position in VIOG in Q2 2025 and held it in 1 quarter. The position peaked at $3K in Q2 2025. 168 funds tracked by Wall St. Rank hold VIOG as of Q3 2025.

  • Keener Financial Planning reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Keener Financial Planning sold 28 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $3K.
  • Keener Financial Planning first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2025 and held it in 1 quarter.
  • Keener Financial Planning's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $3K in Q2 2025.
  • 168 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on Keener Financial Planning's 13F filing for Q3 2025, filed 7 Nov 2025.