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

Simplicity Wealth’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	$577K	Sell	3,763 -2,614	-41%	-$364K	0.02%	581
2026 Q1	$794K	Sell	6,377 -101	-2%	-$12.9K	0.05%	336
2025 Q4	$786K	Buy	6,478 +74	+1%	+$9K	0.05%	327
2025 Q3	$780K	Buy	+6,404	New	+$760K	0.05%	350
2025 Q2	–	Sell	-7,225	Closed	-$772K	–	664
2025 Q1	$772K	Buy	+7,225	New	+$831K	0.06%	282

Other funds holding VIOG

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

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

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 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 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

Simplicity Wealth's VIOG Position: Q2 2026 in Review

Simplicity Wealth reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 41% in Q2 2026, selling an estimated $364K and leaving 3,763 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #581.

Simplicity Wealth first reported a position in VIOG in Q1 2025 and has held it in 5 quarters since. The position peaked at $794K in Q1 2026. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

Simplicity Wealth held 3,763 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $577K as of Q2 2026.
Simplicity Wealth sold 2,614 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $364K.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #581 holding.
Simplicity Wealth first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2025 and has held it in 5 quarters since.
Simplicity Wealth's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $794K in Q1 2026.
198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.