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

Valmark Advisers’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
2025
Q1 		– Sell
-2,168
Closed -$252K – 627
2024
Q4 		$252K Hold
2,168
– – ﹤0.01% 547
2024
Q3 		$260K Hold
2,168
– – ﹤0.01% 526
2024
Q2 		$239K Buy
+2,168
New +$238K ﹤0.01% 516

Other funds holding VIOG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return

Valmark Advisers's VIOG Position: Q1 2025 in Review

Valmark Advisers sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2025, closing a stake of 2,168 shares — an estimated $252K sold.

Valmark Advisers first reported a position in VIOG in Q2 2024 and held it in 3 quarters. The position peaked at $260K in Q3 2024. 149 funds tracked by Wall St. Rank hold VIOG as of Q1 2025.

  • Valmark Advisers reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Valmark Advisers sold 2,168 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $252K.
  • Valmark Advisers first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2024 and held it in 3 quarters.
  • Valmark Advisers's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $260K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q1 2025.

Based on Valmark Advisers's 13F filing for Q1 2025, filed 23 Apr 2025.