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

Northeast Financial Consultants’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
2025
Q1 		– Sell
-1,740
Closed -$202K – 293
2024
Q4 		$202K Hold
1,740
– – 0.01% 277
2024
Q3 		$208K Buy
+1,740
New +$202K 0.01% 279
2022
Q1 		– Sell
-1,740
Closed -$208K – 405
2021
Q4 		$208K Buy
+1,740
New +$204K 0.01% 333

Other funds holding VIOG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $183M AUM 23.34% 1-Year Est. Return

Northeast Financial Consultants's VIOG Position: Q1 2025 in Review

Northeast Financial Consultants sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2025, closing a stake of 1,740 shares — an estimated $202K sold.

Northeast Financial Consultants first reported a position in VIOG in Q4 2021 and held it in 3 quarters. The position peaked at $208K in Q3 2024. 149 funds tracked by Wall St. Rank hold VIOG as of Q1 2025.

  • Northeast Financial Consultants reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Northeast Financial Consultants sold 1,740 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $202K.
  • Northeast Financial Consultants first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2021 and held it in 3 quarters.
  • Northeast Financial Consultants's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $208K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Northeast Financial Consultants's 13F filing for Q1 2025, filed 16 May 2025.