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

Naviter Wealth’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	$886K	Hold	5,778	–	–	0.08%	179
2026 Q1	$719K	Hold	5,778	–	–	0.09%	177
2025 Q4	$701K	Hold	5,778	–	–	0.09%	176
2025 Q3	$705K	Hold	5,778	–	–	0.08%	176
2025 Q2	$663K	Hold	5,778	–	–	0.08%	181
2025 Q1	$615K	Hold	5,778	–	–	0.07%	195
2024 Q4	$672K	Buy	+5,778	New	+$703K	0.08%	193

Other funds holding VIOG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 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 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

Naviter Wealth's VIOG Position: Q2 2026 in Review

Naviter Wealth held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q2 2026 at 5,778 shares worth $886K. The position accounts for 0.08% of the portfolio, ranked #179.

Naviter Wealth first reported a position in VIOG in Q4 2024 and has held it in 7 quarters since. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

Naviter Wealth held 5,778 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $886K as of Q2 2026.
Naviter Wealth 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 0.08% of Naviter Wealth's portfolio in Q2 2026, its #179 holding.
Naviter Wealth first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.