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Osborne Partners Capital Management’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Osborne Partners Capital Management’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 		$272K Hold
1,770
– – 0.02% 182
2026
Q1 		$220K Hold
1,770
– – 0.01% 191
2025
Q4 		$215K Buy
+1,770
New +$215K 0.01% 189

Other funds holding VIOG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
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
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

Osborne Partners Capital Management's VIOG Position: Q2 2026 in Review

Osborne Partners Capital Management held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q2 2026 at 1,770 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #182.

Osborne Partners Capital Management first reported a position in VIOG in Q4 2025 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • Osborne Partners Capital Management held 1,770 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $272K as of Q2 2026.
  • Osborne Partners Capital Management 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 0.02% of Osborne Partners Capital Management's portfolio in Q2 2026, its #182 holding.
  • Osborne Partners Capital Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.