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

Mount Yale 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
Q2 		$307K Buy
+2,000
New +$279K 0.01% 967

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

Mount Yale Investment Advisors's VIOG Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2026: 2,000 shares worth $307K. The stake represents 0.01% of the portfolio and ranks #967 among its holdings.

198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • Mount Yale Investment Advisors held 2,000 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $307K as of Q2 2026.
  • Vanguard S&P Small-Cap 600 Growth ETF was a new Mount Yale Investment Advisors position in Q2 2026.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #967 holding.
  • 198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.