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

Steward Partners Investment Advisory’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 		$9.72M Buy
78,106
+802
+1% +$102K 0.05% 335
2025
Q4 		$9.38M Buy
77,304
+84
+0.1% +$10.2K 0.05% 307
2025
Q3 		$9.4M Buy
77,220
+41,139
+114% +$4.88M 0.05% 299
2025
Q2 		$4.13M Buy
36,081
+1,145
+3% +$123K 0.03% 478
2025
Q1 		$3.73M Buy
34,936
+1,338
+4% +$154K 0.03% 475
2024
Q4 		$3.91M Sell
33,598
-424
-1% -$51.6K 0.03% 443
2024
Q3 		$4.08M Buy
34,022
+5,115
+18% +$593K 0.04% 422
2024
Q2 		$3.19M Buy
28,907
+217
+0.8% +$23.9K 0.03% 456
2024
Q1 		$3.23M Sell
28,690
-6,721
-19% -$721K 0.04% 441
2023
Q4 		$3.81M Buy
35,411
+2,618
+8% +$253K 0.05% 342
2023
Q3 		$3.09M Buy
32,793
+156
+0.5% +$15.5K 0.05% 358
2023
Q2 		$3.23M Buy
32,637
+179
+0.6% +$16.9K 0.05% 356
2023
Q1 		$3.07M Buy
32,458
+3,596
+12% +$349K 0.05% 358
2022
Q4 		$2.69M Buy
+28,862
New +$2.73M 0.05% 369

Other funds holding VIOG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
CW
Code Waechter Tampa, Florida $168M AUM 15.56% 1-Year Est. Return

Steward Partners Investment Advisory's VIOG Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 1% in Q1 2026, buying an estimated $102K and bringing the position to 78,106 shares worth $9.72M. The position accounts for 0.05% of the portfolio, ranked #335.

Steward Partners Investment Advisory first reported a position in VIOG in Q4 2022 and has held it in 14 quarters since. 178 funds tracked by Wall St. Rank hold VIOG as of Q1 2026.

  • Steward Partners Investment Advisory held 78,106 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $9.72M as of Q1 2026.
  • Steward Partners Investment Advisory bought 802 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $102K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #335 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 178 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.