Next Financial Group’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Next Financial Group’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
2021 Q4	$17K	Sell	138 -12	-8%	-$1.41K	﹤0.01%	1971
2021 Q3	$17K	Sell	150 -10	-6%	-$1.14K	﹤0.01%	1864
2021 Q2	$18K	Sell	160 -52	-25%	-$5.84K	﹤0.01%	1795
2021 Q1	$23K	Hold	212	–	–	﹤0.01%	1593
2020 Q4	$21K	Hold	212	–	–	﹤0.01%	1530
2020 Q3	$16K	Buy	+212	New	+$16.3K	﹤0.01%	1498
2020 Q2	–	Sell	-196	Closed	-$12K	–	1856
2020 Q1	$12K	Hold	196	–	–	﹤0.01%	1481
2019 Q4	$16K	Hold	196	–	–	﹤0.01%	1614
2019 Q3	$15K	Hold	196	–	–	﹤0.01%	1565
2019 Q2	$15K	Buy	+196	New	+$15.1K	﹤0.01%	1572
2019 Q1	–	Sell	-196	Closed	-$14K	–	2118
2018 Q4	$14K	Buy	+196	New	+$15K	﹤0.01%	1245

Other funds holding VIOG

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Next Financial Group's VIOG Position: Q4 2021 in Review

Next Financial Group reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 8% in Q4 2021, selling an estimated $1.41K and leaving 138 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Next Financial Group first reported a position in VIOG in Q4 2018 and has held it in 11 quarters since. The position peaked at $23K in Q1 2021. 96 funds tracked by Wall St. Rank hold VIOG as of Q4 2021.

Next Financial Group held 138 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $17K as of Q4 2021.
Next Financial Group sold 12 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2021, an estimated $1.41K.
Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1971 holding.
Next Financial Group first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 11 quarters since.
Next Financial Group's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $23K in Q1 2021.
96 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.