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

MJT & Associates Financial Advisory’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
2025
Q3 		– Sell
-3
Closed -$344 – 514
2025
Q2 		$344 Hold
3
– – ﹤0.01% 447
2025
Q1 		$321 Buy
+3
New +$345 ﹤0.01% 452

Other funds holding VIOG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
SA
Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $626M AUM 36.27% 1-Year Est. Return

MJT & Associates Financial Advisory's VIOG Position: Q3 2025 in Review

MJT & Associates Financial Advisory sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q3 2025, closing a stake of 3 shares — an estimated $344 sold.

MJT & Associates Financial Advisory first reported a position in VIOG in Q1 2025 and held it in 2 quarters. The position peaked at $344 in Q2 2025. 168 funds tracked by Wall St. Rank hold VIOG as of Q3 2025.

  • MJT & Associates Financial Advisory reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 3 Vanguard S&P Small-Cap 600 Growth ETF shares in Q3 2025, an estimated $344.
  • MJT & Associates Financial Advisory first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2025 and held it in 2 quarters.
  • MJT & Associates Financial Advisory's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $344 in Q2 2025.
  • 168 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q3 2025.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2025, filed 15 Oct 2025.