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

LMG Wealth Partners’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 		$8.94M Sell
58,265
-943
-2% -$131K 1.43% 20
2026
Q1 		$7.37M Buy
59,208
+500
+0.9% +$63.8K 1.34% 20
2025
Q4 		$7.12M Sell
58,708
-6,337
-10% -$771K 1.33% 22
2025
Q3 		$7.92M Sell
65,045
-598
-0.9% -$71K 1.47% 17
2025
Q2 		$7.51M Buy
65,643
+35
+0.1% +$3.77K 1.54% 18
2025
Q1 		$7.01M Buy
65,608
+1
+0% +$115 1.56% 20
2024
Q4 		$7.63M Buy
65,607
+348
+0.5% +$42.3K 1.66% 16
2024
Q3 		$7.82M Buy
65,259
+615
+1% +$71.3K 1.79% 16
2024
Q2 		$7.13M Buy
64,644
+907
+1% +$99.7K 1.78% 18
2024
Q1 		$7.17M Sell
63,737
-10,220
-14% -$1.1M 1.8% 19
2023
Q4 		$7.96M Sell
73,957
-608
-0.8% -$58.7K 2.21% 12
2023
Q3 		$7.03M Buy
74,565
+1,821
+3% +$181K 2.14% 14
2023
Q2 		$7.21M Buy
72,744
+350
+0.5% +$32.9K 2.21% 13
2023
Q1 		$6.86M Buy
72,394
+3,050
+4% +$296K 2.22% 12
2022
Q4 		$6.81M Buy
+69,344
New +$6.57M 2.25% 12

Other funds holding VIOG

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
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
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

LMG Wealth Partners's VIOG Position: Q2 2026 in Review

LMG Wealth Partners reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 1.6% in Q2 2026, selling an estimated $131K and leaving 58,265 shares worth $8.94M. The position accounts for 1.43% of the portfolio, ranked #20.

LMG Wealth Partners first reported a position in VIOG in Q4 2022 and has held it in 15 quarters since. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • LMG Wealth Partners held 58,265 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $8.94M as of Q2 2026.
  • LMG Wealth Partners sold 943 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $131K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 1.43% of LMG Wealth Partners's portfolio in Q2 2026, its #20 holding.
  • LMG Wealth Partners first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.