MGIA
VIOG icon

Moneta Group Investment Advisors’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Moneta Group Investment Advisors’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 		$5.12M Sell
41,155
-5,727
-12% -$730K 0.04% 166
2025
Q4 		$5.69M Buy
46,882
+2,900
+7% +$353K 0.04% 154
2025
Q3 		$5.36M Buy
43,982
+4,879
+12% +$579K 0.04% 155
2025
Q2 		$4.47M Sell
39,103
-141,769
-78% -$15.3M 0.05% 147
2025
Q1 		$19.3M Buy
180,872
+347
+0.2% +$39.9K 0.27% 60
2024
Q4 		$21M Buy
180,525
+643
+0.4% +$78.2K 0.29% 56
2024
Q3 		$21.5M Hold
179,882
– – 0.31% 53
2024
Q2 		$19.8M Buy
179,882
+133
+0.1% +$14.6K 0.32% 55
2024
Q1 		$20.2M Sell
179,749
-1,994
-1% -$214K 0.33% 55
2023
Q4 		$19.6M Buy
181,743
+175,771
+2,943% +$17M 0.39% 48
2023
Q3 		$563K Hold
5,972
– – 0.01% 289
2023
Q2 		$592K Hold
5,972
– – 0.01% 290
2023
Q1 		$566K Buy
5,972
+396
+7% +$38.4K 0.01% 297
2022
Q4 		$557K Sell
5,576
-398
-7% -$37.7K 0.02% 277
2022
Q3 		$523K Sell
5,974
-648
-10% -$62.7K 0.02% 268
2022
Q2 		$599K Buy
6,622
+648
+11% +$63.3K 0.02% 277
2022
Q1 		$645K Buy
5,974
+4
+0.1% +$434 0.03% 260
2021
Q4 		$714K Sell
5,970
-4
-0.1% -$469 0.03% 248
2021
Q3 		$671K Buy
5,974
+2
+0% +$227 0.03% 239
2021
Q2 		$683K Hold
5,972
– – 0.03% 239
2021
Q1 		$660K Buy
+5,972
New +$654K 0.03% 222

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 $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

Moneta Group Investment Advisors's VIOG Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 12% in Q1 2026, selling an estimated $730K and leaving 41,155 shares worth $5.12M. The position accounts for 0.04% of the portfolio, ranked #166.

Moneta Group Investment Advisors first reported a position in VIOG in Q1 2021 and has held it in 21 quarters since. The position peaked at $21.5M in Q3 2024. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

  • Moneta Group Investment Advisors held 41,155 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $5.12M as of Q1 2026.
  • Moneta Group Investment Advisors sold 5,727 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $730K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.04% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #166 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Moneta Group Investment Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $21.5M 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 Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.