Partners in Financial Planning’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Partners in Financial Planning’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
2023 Q2	–	Sell	-2,113	Closed	-$200K	–	95
2023 Q1	$200K	Buy	+2,113	New	+$205K	0.05%	93
2022 Q4	–	Sell	-2,110	Closed	-$207K	–	95
2022 Q3	$207K	Buy	2,110 +2	+0.1%	+$193	0.06%	88
2022 Q2	$206K	Buy	2,108 +2	+0.1%	+$195	0.07%	93
2022 Q1	$214K	Hold	2,106	–	–	0.07%	89
2021 Q4	$226K	Buy	2,106 +4	+0.2%	+$469	0.07%	86
2021 Q3	$236K	Hold	2,102	–	–	0.07%	83
2021 Q2	$240K	Buy	+2,102	New	+$236K	0.08%	80

Other funds holding VIOG

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

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

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Partners in Financial Planning's VIOG Position: Q2 2023 in Review

Partners in Financial Planning sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q2 2023, closing a stake of 2,113 shares — an estimated $200K sold.

Partners in Financial Planning first reported a position in VIOG in Q2 2021 and held it in 7 quarters. The position peaked at $240K in Q2 2021. 110 funds tracked by Wall St. Rank hold VIOG as of Q2 2023.

Partners in Financial Planning reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q2 2023 after selling out during the quarter.
Partners in Financial Planning sold 2,113 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2023, an estimated $200K.
Partners in Financial Planning first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2021 and held it in 7 quarters.
Partners in Financial Planning's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $240K in Q2 2021.
110 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2023.

Based on Partners in Financial Planning's 13F filing for Q2 2023, filed 26 Feb 2025.