UBS AM
VIOG icon

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

UBS AM’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 		$14.4K Sell
94
-210
-69% -$29.2K ﹤0.01% 3199
2026
Q1 		$37.8K Buy
304
+18
+6% +$2.3K ﹤0.01% 3014
2025
Q4 		$34.7K Buy
+286
New +$34.8K ﹤0.01% 2668

Other funds holding VIOG

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
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
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
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

UBS AM's VIOG Position: Q2 2026 in Review

UBS AM reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 69% in Q2 2026, selling an estimated $29.2K and leaving 94 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3199.

UBS AM first reported a position in VIOG in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.8K in Q1 2026. 195 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • UBS AM held 94 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $14.4K as of Q2 2026.
  • UBS AM sold 210 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $29.2K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3199 holding.
  • UBS AM first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • UBS AM's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $37.8K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.