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

SpringVest Wealth Management’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	$631K	Hold	5,066	–	–	0.43%	34
2025 Q4	$614K	Hold	5,066	–	–	0.43%	32
2025 Q3	$617K	Hold	5,066	–	–	0.45%	33
2025 Q2	$581K	Sell	5,066 -1,548	-23%	-$167K	0.47%	32
2025 Q1	$707K	Hold	6,614	–	–	0.59%	30
2024 Q4	$769K	Buy	+6,614	New	+$805K	0.66%	28

Other funds holding VIOG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $462M AUM 15.48% 1-Year Est. Return

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LWP

LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return

SpringVest Wealth Management's VIOG Position: Q1 2026 in Review

SpringVest Wealth Management held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q1 2026 at 5,066 shares worth $631K. The position accounts for 0.43% of the portfolio, ranked #34.

SpringVest Wealth Management first reported a position in VIOG in Q4 2024 and has held it in 6 quarters since. The position peaked at $769K in Q4 2024. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

SpringVest Wealth Management held 5,066 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $631K as of Q1 2026.
SpringVest Wealth Management left its Vanguard S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2026.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.43% of SpringVest Wealth Management's portfolio in Q1 2026, its #34 holding.
SpringVest Wealth Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 6 quarters since.
SpringVest Wealth Management's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $769K in Q4 2024.
178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.