SIAG
VIOG icon

Safeguard Investment Advisory Group’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-190
Closed -$18K – 694
2020
Q4 		$18K Buy
+190
New +$16.7K 0.02% 324

Other funds holding VIOG

RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Safeguard Investment Advisory Group's VIOG Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2021, closing a stake of 190 shares — an estimated $18K sold.

Safeguard Investment Advisory Group first reported a position in VIOG in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 72 funds tracked by Wall St. Rank hold VIOG as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 190 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2021, an estimated $18K.
  • Safeguard Investment Advisory Group first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $18K in Q4 2020.
  • 72 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.