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

SOA Wealth Advisors’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 Q1	–	Sell	-132	Closed	-$16K	–	891
2025 Q4	$16K	Hold	132	–	–	﹤0.01%	536
2025 Q3	$16.1K	Hold	132	–	–	﹤0.01%	551
2025 Q2	$15.1K	Hold	132	–	–	﹤0.01%	550
2025 Q1	$14.1K	Hold	132	–	–	﹤0.01%	522
2024 Q4	$15.4K	Hold	132	–	–	﹤0.01%	494
2024 Q3	$15.8K	Hold	132	–	–	﹤0.01%	484
2024 Q2	$14.5K	Hold	132	–	–	﹤0.01%	483
2024 Q1	$14.8K	Buy	+132	New	+$14.2K	﹤0.01%	485

Other funds holding VIOG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LWP

LMG Wealth Partners Shreveport, Louisiana $626M AUM 36.27% 1-Year Est. Return

SOA Wealth Advisors's VIOG Position: Q1 2026 in Review

SOA Wealth Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2026, closing a stake of 132 shares — an estimated $16K sold.

SOA Wealth Advisors first reported a position in VIOG in Q1 2024 and held it in 8 quarters. The position peaked at $16.1K in Q3 2025. 179 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

SOA Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2026 after selling out during the quarter.
SOA Wealth Advisors sold 132 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $16K.
SOA Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2024 and held it in 8 quarters.
SOA Wealth Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $16.1K in Q3 2025.
179 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.