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Lowery Thomas LLC’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Lowery Thomas LLC’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 		$3.85M Buy
25,110
+256
+1% +$35.7K 1.88% 17
2026
Q1 		$3.09M Buy
24,854
+320
+1% +$40.8K 1.77% 19
2025
Q4 		$2.98M Buy
24,534
+192
+0.8% +$23.4K 1.68% 20
2025
Q3 		$2.96M Buy
24,342
+1,097
+5% +$130K 1.71% 21
2025
Q2 		$2.66M Sell
23,245
-3,518
-13% -$379K 1.7% 21
2025
Q1 		$2.86M Sell
26,763
-1,667
-6% -$192K 1.96% 18
2024
Q4 		$3.31M Buy
28,430
+828
+3% +$101K 2.16% 15
2024
Q3 		$3.31M Buy
27,602
+992
+4% +$115K 2.24% 14
2024
Q2 		$2.93M Buy
26,610
+1,241
+5% +$136K 2.14% 15
2024
Q1 		$2.85M Buy
25,369
+5,077
+25% +$545K 2.18% 16
2023
Q4 		$2.18M Buy
20,292
+5,326
+36% +$514K 1.87% 17
2023
Q3 		$1.41M Buy
14,966
+3,808
+34% +$378K 1.35% 20
2023
Q2 		$1.11M Buy
11,158
+380
+4% +$35.8K 1.09% 24
2023
Q1 		$1.02M Sell
10,778
-614
-5% -$59.6K 1.13% 23
2022
Q4 		$1.06M Buy
11,392
+2,074
+22% +$197K 1.27% 19
2022
Q3 		$816K Buy
9,318
+180
+2% +$17.4K 0.95% 28
2022
Q2 		$827K Sell
9,138
-2,296
-20% -$224K 0.79% 28
2022
Q1 		$1.23M Buy
11,434
+1,248
+12% +$136K 0.96% 27
2021
Q4 		$1.22M Buy
+10,186
New +$1.2M 0.84% 32

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

Lowery Thomas LLC's VIOG Position: Q2 2026 in Review

Lowery Thomas LLC increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 1% in Q2 2026, buying an estimated $35.7K and bringing the position to 25,110 shares worth $3.85M. The position accounts for 1.88% of the portfolio, ranked #17.

Lowery Thomas LLC first reported a position in VIOG in Q4 2021 and has held it in 19 quarters since. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • Lowery Thomas LLC held 25,110 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $3.85M as of Q2 2026.
  • Lowery Thomas LLC bought 256 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $35.7K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 1.88% of Lowery Thomas LLC's portfolio in Q2 2026, its #17 holding.
  • Lowery Thomas LLC first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.