LPL Financial
VIOG icon

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

LPL Financial’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
Q1 		$28M Sell
225,019
-9,178
-4% -$1.17M 0.01% 1249
2025
Q4 		$28.4M Buy
234,197
+12,666
+6% +$1.54M 0.01% 1174
2025
Q3 		$27M Buy
221,531
+14,617
+7% +$1.73M 0.01% 1176
2025
Q2 		$23.7M Buy
206,914
+1,483
+0.7% +$160K 0.01% 1146
2025
Q1 		$22M Sell
205,431
-2,985
-1% -$343K 0.01% 1097
2024
Q4 		$24.2M Buy
208,416
+80,344
+63% +$9.77M 0.01% 983
2024
Q3 		$15.3M Buy
128,072
+6,804
+6% +$788K 0.01% 1189
2024
Q2 		$13.4M Sell
121,268
-1,269
-1% -$140K 0.01% 1183
2024
Q1 		$13.8M Buy
122,537
+7,066
+6% +$758K 0.01% 1132
2023
Q4 		$12.4M Buy
115,471
+86
+0.1% +$8.3K 0.01% 1122
2023
Q3 		$10.9M Buy
115,385
+11,260
+11% +$1.12M 0.01% 1115
2023
Q2 		$10.3M Sell
104,125
-5,420
-5% -$510K 0.01% 1120
2023
Q1 		$10.4M Sell
109,545
-895
-0.8% -$86.9K 0.01% 1063
2022
Q4 		$10.3M Sell
110,440
-18,966
-15% -$1.8M 0.01% 1009
2022
Q3 		$11.3M Buy
129,406
+26,764
+26% +$2.59M 0.01% 894
2022
Q2 		$9.28M Buy
102,642
+29,170
+40% +$2.85M 0.01% 1006
2022
Q1 		$7.93M Buy
73,472
+6,596
+10% +$716K 0.01% 1128
2021
Q4 		$8M Buy
66,876
+3,740
+6% +$439K 0.01% 1158
2021
Q3 		$7.09M Buy
63,136
+21,438
+51% +$2.44M 0.01% 1162
2021
Q2 		$4.77M Buy
41,698
+678
+2% +$76.1K ﹤0.01% 1368
2021
Q1 		$4.53M Buy
41,020
+1,932
+5% +$212K 0.01% 1299
2020
Q4 		$3.84M Buy
39,088
+2,152
+6% +$189K 0.01% 1260
2020
Q3 		$2.81M Sell
36,936
-5,232
-12% -$403K ﹤0.01% 1277
2020
Q2 		$3.08M Sell
42,168
-1,020
-2% -$68.4K 0.01% 1121
2020
Q1 		$2.56M Buy
43,188
+3,642
+9% +$276K 0.01% 1049
2019
Q4 		$3.28M Sell
39,546
-5,104
-11% -$405K 0.01% 1057
2019
Q3 		$3.42M Sell
44,650
-6,210
-12% -$482K 0.01% 962
2019
Q2 		$3.98M Sell
50,860
-7,834
-13% -$605K 0.01% 882
2019
Q1 		$4.5M Sell
58,694
-57,988
-50% -$4.4M 0.01% 806
2018
Q4 		$8.07M Buy
116,682
+8,346
+8% +$638K 0.02% 524
2018
Q3 		$9.39M Buy
108,336
+16,270
+18% +$1.4M 0.02% 510
2018
Q2 		$7.47M Buy
92,066
+11,024
+14% +$868K 0.02% 553
2018
Q1 		$6.05M Sell
81,042
-28,282
-26% -$2.11M 0.02% 619
2017
Q4 		$7.98M Sell
109,324
-1,566
-1% -$112K 0.02% 480
2017
Q3 		$7.81M Buy
110,890
+1,042
+0.9% +$69.6K 0.03% 450
2017
Q2 		$7.34M Buy
109,848
+3,170
+3% +$209K 0.03% 443
2017
Q1 		$6.88M Buy
106,678
+37,228
+54% +$2.42M 0.05% 335
2016
Q4 		$4.48M Buy
69,450
+13,878
+25% +$838K 0.03% 446
2016
Q3 		$3.25M Buy
55,572
+31,372
+130% +$1.81M 0.03% 538
2016
Q2 		$1.32M Sell
24,200
-3,964
-14% -$213K 0.01% 996
2016
Q1 		$1.47M Sell
28,164
-1,826
-6% -$91.1K ﹤0.01% 1386
2015
Q4 		$1.56M Buy
29,990
+17,862
+147% +$969K ﹤0.01% 1337
2015
Q3 		$644K Buy
12,128
+1,440
+13% +$79.1K ﹤0.01% 1570
2015
Q2 		$599K Buy
10,688
+1,542
+17% +$86.3K ﹤0.01% 1756
2015
Q1 		$507K Sell
9,146
-352
-4% -$18.9K ﹤0.01% 1839
2014
Q4 		$498K Sell
9,498
-520
-5% -$26.2K ﹤0.01% 1775
2014
Q3 		$477K Buy
10,018
+5,234
+109% +$262K ﹤0.01% 1829
2014
Q2 		$248K Sell
4,784
-510
-10% -$25.3K ﹤0.01% 2335
2014
Q1 		$269K Buy
5,294
+672
+15% +$33.8K ﹤0.01% 2204
2013
Q4 		$235K Buy
+4,622
New +$226K ﹤0.01% 2314

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $85.7B AUM 24.21% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
CW
Code Waechter Tampa, Florida $193M AUM 22.49% 1-Year Est. Return

LPL Financial's VIOG Position: Q1 2026 in Review

LPL Financial reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 3.9% in Q1 2026, selling an estimated $1.17M and leaving 225,019 shares worth $28M. The position accounts for 0.01% of the portfolio, ranked #1249.

LPL Financial first reported a position in VIOG in Q4 2013 and has held it in 50 quarters since. The position peaked at $28.4M in Q4 2025. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

  • LPL Financial held 225,019 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $28M as of Q1 2026.
  • LPL Financial sold 9,178 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $1.17M.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1249 holding.
  • LPL Financial first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • LPL Financial's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $28.4M in Q4 2025.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.