MFWP
VIOG icon

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
Q2 		$1.62M Hold
10,583
– – 0.11% 149
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

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $95.2B AUM 32.92% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

Mosaic Family Wealth Partners's VIOG Position: Q2 2026 in Review

Mosaic Family Wealth Partners held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q2 2026 at 10,583 shares worth $1.62M. The position accounts for 0.11% of the portfolio, ranked #149.

Mosaic Family Wealth Partners first reported a position in VIOG in Q4 2022 and has held it in 15 quarters since. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • Mosaic Family Wealth Partners held 10,583 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $1.62M as of Q2 2026.
  • Mosaic Family Wealth Partners left its Vanguard S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.11% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #149 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 15 quarters since.
  • 198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.