MCM
VIOG icon

MAI Capital Management’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

MAI Capital Management’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 		$331K Buy
2,656
+5
+0.2% +$638 ﹤0.01% 1224
2025
Q4 		$321K Buy
2,651
+15
+0.6% +$1.82K ﹤0.01% 1124
2025
Q3 		$321K Buy
2,636
+89
+3% +$10.6K ﹤0.01% 1075
2025
Q2 		$291K Sell
2,547
-682
-21% -$73.4K ﹤0.01% 1019
2025
Q1 		$345K Sell
3,229
-115
-3% -$13.2K ﹤0.01% 928
2024
Q4 		$389K Buy
3,344
+18
+0.5% +$2.19K ﹤0.01% 921
2024
Q3 		$398K Sell
3,326
-29
-0.9% -$3.36K ﹤0.01% 797
2024
Q2 		$370K Buy
3,355
+29
+0.9% +$3.19K ﹤0.01% 923
2024
Q1 		$374K Buy
3,326
+1,303
+64% +$140K ﹤0.01% 903
2023
Q4 		$218K Sell
2,023
-185
-8% -$17.9K ﹤0.01% 991
2023
Q3 		$208K Sell
2,208
-34
-2% -$3.38K ﹤0.01% 950
2023
Q2 		$222K Sell
2,242
-195
-8% -$18.4K ﹤0.01% 928
2023
Q1 		$231K Sell
2,437
-59
-2% -$5.73K ﹤0.01% 900
2022
Q4 		$233K Buy
2,496
+116
+5% +$11K ﹤0.01% 857
2022
Q3 		$208K Buy
+2,380
New +$230K ﹤0.01% 824

Other funds holding VIOG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $462M AUM 15.48% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 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

MAI Capital Management's VIOG Position: Q1 2026 in Review

MAI Capital Management increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 0.19% in Q1 2026, buying an estimated $638 and bringing the position to 2,656 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

MAI Capital Management first reported a position in VIOG in Q3 2022 and has held it in 15 quarters since. The position peaked at $398K in Q3 2024. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

  • MAI Capital Management held 2,656 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $331K as of Q1 2026.
  • MAI Capital Management bought 5 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $638.
  • Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1224 holding.
  • MAI Capital Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • MAI Capital Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $398K in Q3 2024.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.