Kestra Private Wealth Services’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Kestra Private Wealth Services’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	$780K	Sell	5,086 -696	-12%	-$96.9K	0.01%	1036
2026 Q1	$720K	Sell	5,782 -573	-9%	-$73.1K	0.01%	1013
2025 Q4	$771K	Buy	6,355 +19	+0.3%	+$2.31K	0.01%	926
2025 Q3	$771K	Sell	6,336 -3	-0%	-$356	0.01%	893
2025 Q2	$725K	Buy	6,339 +640	+11%	+$68.9K	0.01%	870
2025 Q1	$609K	Buy	5,699 +323	+6%	+$37.1K	0.01%	868
2024 Q4	$625K	Buy	5,376 +1,337	+33%	+$163K	0.01%	828
2024 Q3	$484K	Buy	+4,039	New	+$468K	0.01%	885

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

Kestra Private Wealth Services's VIOG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 12% in Q2 2026, selling an estimated $96.9K and leaving 5,086 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #1036.

Kestra Private Wealth Services first reported a position in VIOG in Q3 2024 and has held it in 8 quarters since. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

Kestra Private Wealth Services held 5,086 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $780K as of Q2 2026.
Kestra Private Wealth Services sold 696 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $96.9K.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1036 holding.
Kestra Private Wealth Services first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2024 and has held it in 8 quarters since.
198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.