Personal CFO Solutions’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Personal CFO Solutions’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
2024 Q4	–	Sell	-11,627	Closed	-$1.39M	–	608
2024 Q3	$1.39M	Sell	11,627 -2,042	-15%	-$237K	0.19%	95
2024 Q2	$1.51M	Buy	+13,669	New	+$1.5M	0.23%	81
2024 Q1	–	Sell	-30,118	Closed	-$3.24M	–	576
2023 Q4	$3.24M	Buy	30,118 +981	+3%	+$94.7K	0.56%	36
2023 Q3	$2.75M	Buy	29,137 +598	+2%	+$59.4K	0.54%	35
2023 Q2	$2.83M	Buy	28,539 +646	+2%	+$60.8K	0.57%	33
2023 Q1	$2.64M	Buy	27,893 +863	+3%	+$83.8K	0.55%	37
2022 Q4	$2.52M	Buy	27,030 +2,530	+10%	+$240K	0.53%	36
2022 Q3	$2.15M	Buy	24,500 +404	+2%	+$39.1K	0.54%	40
2022 Q2	$2.18M	Buy	+24,096	New	+$2.35M	0.51%	41

Other funds holding VIOG

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Personal CFO Solutions's VIOG Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2024, closing a stake of 11,627 shares — an estimated $1.39M sold.

Personal CFO Solutions first reported a position in VIOG in Q2 2022 and held it in 9 quarters. The position peaked at $3.24M in Q4 2023. 164 funds tracked by Wall St. Rank hold VIOG as of Q4 2024.

Personal CFO Solutions reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 11,627 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $1.39M.
Personal CFO Solutions first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2022 and held it in 9 quarters.
Personal CFO Solutions's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $3.24M in Q4 2023.
164 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.