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

NWAM LLC’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
Q1 		– Sell
-1,586
Closed -$205K – 673
2025
Q4 		$205K Sell
1,586
-122
-7% -$14.8K 0.01% 584
2025
Q3 		$209K Buy
+1,708
New +$203K 0.01% 605

Other funds holding VIOG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

NWAM LLC's VIOG Position: Q1 2026 in Review

NWAM LLC sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2026, closing a stake of 1,586 shares — an estimated $205K sold.

NWAM LLC first reported a position in VIOG in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q3 2025. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

  • NWAM LLC reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • NWAM LLC sold 1,586 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $205K.
  • NWAM LLC first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2025 and held it in 2 quarters.
  • NWAM LLC's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $209K in Q3 2025.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.