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

Summit Asset 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 Q2	$1.22M	Hold	7,936	–	–	0.16%	67
2026 Q1	$988K	Buy	7,936 +390	+5%	+$49.7K	0.14%	76
2025 Q4	$915K	Hold	7,546	–	–	0.13%	78
2025 Q3	$919K	Hold	7,546	–	–	0.14%	77
2025 Q2	$863K	Hold	7,546	–	–	0.14%	77
2025 Q1	$807K	Hold	7,546	–	–	0.14%	76
2024 Q4	$878K	Hold	7,546	–	–	0.15%	74
2024 Q3	$904K	Hold	7,546	–	–	0.17%	68
2024 Q2	$832K	Hold	7,546	–	–	0.17%	67
2024 Q1	$848K	Hold	7,546	–	–	0.18%	61
2023 Q4	$812K	Hold	7,546	–	–	0.19%	58
2023 Q3	$712K	Hold	7,546	–	–	0.19%	60
2023 Q2	$748K	Hold	7,546	–	–	0.2%	59
2023 Q1	$715K	Hold	7,546	–	–	0.2%	57
2022 Q4	$703K	Hold	7,546	–	–	0.2%	61
2022 Q3	$661K	Hold	7,546	–	–	0.21%	60
2022 Q2	$683K	Sell	7,546 -638	-8%	-$62.3K	0.21%	61
2022 Q1	$883K	Hold	8,184	–	–	0.25%	55
2021 Q4	$979K	Hold	8,184	–	–	0.28%	50
2021 Q3	$919K	Hold	8,184	–	–	0.29%	52
2021 Q2	$936K	Sell	8,184 -64	-0.8%	-$7.18K	0.29%	48
2021 Q1	$912K	Buy	8,248 +42	+0.5%	+$4.6K	0.31%	45
2020 Q4	$807K	Buy	8,206 +22	+0.3%	+$1.93K	0.29%	50
2020 Q3	$622K	Hold	8,184	–	–	0.26%	56
2020 Q2	$598K	Hold	8,184	–	–	0.27%	56
2020 Q1	$485K	Buy	+8,184	New	+$620K	0.26%	56

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

Summit Asset Management's VIOG Position: Q2 2026 in Review

Summit Asset Management held its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) position steady in Q2 2026 at 7,936 shares worth $1.22M. The position accounts for 0.16% of the portfolio, ranked #67.

Summit Asset Management first reported a position in VIOG in Q1 2020 and has held it in 26 quarters since. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

Summit Asset Management held 7,936 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $1.22M as of Q2 2026.
Summit Asset Management left its Vanguard S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.16% of Summit Asset Management's portfolio in Q2 2026, its #67 holding.
Summit Asset Management first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q1 2020 and has held it in 26 quarters since.
198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.