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

Octavia Wealth 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
2025 Q1	–	Sell	-141,733	Closed	-$16.5M	–	237
2024 Q4	$16.5M	Buy	141,733 +170	+0.1%	+$20.7K	2%	17
2024 Q3	$17M	Buy	141,563 +7,585	+6%	+$879K	2.1%	15
2024 Q2	$14.8M	Buy	133,978 +5,650	+4%	+$621K	2.02%	15
2024 Q1	$14.4M	Buy	+128,328	New	+$13.8M	2.13%	15

Other funds holding VIOG

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

LWP

LMG Wealth Partners Shreveport, Louisiana $626M AUM 36.27% 1-Year Est. Return

DWA

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

Octavia Wealth Advisors's VIOG Position: Q1 2025 in Review

Octavia Wealth Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2025, closing a stake of 141,733 shares — an estimated $16.5M sold.

Octavia Wealth Advisors first reported a position in VIOG in Q1 2024 and held it in 4 quarters. The position peaked at $17M in Q3 2024. 149 funds tracked by Wall St. Rank hold VIOG as of Q1 2025.

Octavia Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
Octavia Wealth Advisors sold 141,733 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $16.5M.
Octavia Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2024 and held it in 4 quarters.
Octavia Wealth Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $17M 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 Octavia Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.