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

Soltis Investment 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
2024
Q1 		– Sell
-44,501
Closed -$4.79M – 315
2023
Q4 		$4.79M Buy
+44,501
New +$4.3M 0.54% 60

Other funds holding VIOG

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Soltis Investment Advisors's VIOG Position: Q1 2024 in Review

Soltis Investment Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2024, closing a stake of 44,501 shares — an estimated $4.79M sold.

Soltis Investment Advisors first reported a position in VIOG in Q4 2023 and held it in 1 quarter. The position peaked at $4.79M in Q4 2023. 128 funds tracked by Wall St. Rank hold VIOG as of Q1 2024.

  • Soltis Investment Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Soltis Investment Advisors sold 44,501 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $4.79M.
  • Soltis Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2023 and held it in 1 quarter.
  • Soltis Investment Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $4.79M in Q4 2023.
  • 128 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Soltis Investment Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.