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

Tidemark’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
Q4 		– Sell
-17
Closed -$2.04K – 686
2024
Q3 		$2.04K Hold
17
– – ﹤0.01% 556
2024
Q2 		$1.87K Buy
+17
New +$1.87K ﹤0.01% 535

Other funds holding VIOG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $25.8M AUM 36.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tidemark's VIOG Position: Q4 2024 in Review

Tidemark sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q4 2024, closing a stake of 17 shares — an estimated $2.04K sold.

Tidemark first reported a position in VIOG in Q2 2024 and held it in 2 quarters. The position peaked at $2.04K in Q3 2024. 164 funds tracked by Wall St. Rank hold VIOG as of Q4 2024.

  • Tidemark reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Tidemark sold 17 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2024, an estimated $2.04K.
  • Tidemark first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2024 and held it in 2 quarters.
  • Tidemark's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $2.04K in Q3 2024.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2024.

Based on Tidemark's 13F filing for Q4 2024, filed 10 Feb 2025.