Mosaic Family Wealth Partners’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Mosaic Family Wealth Partners’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	$1.32M	Sell	10,583 -38	-0.4%	-$4.85K	0.13%	95
2025 Q4	$1.29M	Buy	10,621 +5	+0%	+$608	0.14%	83
2025 Q3	$1.29M	Buy	10,616 +2	+0%	+$237	0.15%	72
2025 Q2	$1.21M	Buy	10,614 +189	+2%	+$20.3K	0.15%	69
2025 Q1	$1.11M	Buy	10,425 +1	+0%	+$115	0.16%	69
2024 Q4	$1.21M	Buy	10,424 +2	+0%	+$243	0.17%	61
2024 Q3	$1.25M	Buy	10,422 +235	+2%	+$27.2K	0.19%	61
2024 Q2	$1.12M	Sell	10,187 -23	-0.2%	-$2.53K	0.18%	63
2024 Q1	$1.15M	Sell	10,210 -989	-9%	-$106K	0.19%	62
2023 Q4	$1.21M	Buy	11,199 +384	+4%	+$37.1K	0.21%	56
2023 Q3	$1.02M	Buy	10,815 +452	+4%	+$44.9K	0.2%	53
2023 Q2	$1.03M	Sell	10,363 -854	-8%	-$80.4K	0.2%	56
2023 Q1	$1.06M	Sell	11,217 -671	-6%	-$65.1K	0.22%	52
2022 Q4	$1.11M	Buy	+11,888	New	+$1.13M	0.31%	52

Other funds holding VIOG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

Mosaic Family Wealth Partners's VIOG Position: Q1 2026 in Review

Mosaic Family Wealth Partners reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 0.36% in Q1 2026, selling an estimated $4.85K and leaving 10,583 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #95.

Mosaic Family Wealth Partners first reported a position in VIOG in Q4 2022 and has held it in 14 quarters since. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

Mosaic Family Wealth Partners held 10,583 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $1.32M as of Q1 2026.
Mosaic Family Wealth Partners sold 38 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $4.85K.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.13% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #95 holding.
Mosaic Family Wealth Partners first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 14 quarters since.
178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.