V
VIOG icon

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

ViaWealth’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 		$890K Sell
5,802
-111
-2% -$15.5K 0.45% 66
2026
Q1 		$736K Sell
5,913
-109
-2% -$13.9K 0.41% 75
2025
Q4 		$730K Sell
6,022
-78
-1% -$9.49K 0.41% 74
2025
Q3 		$743K Sell
6,100
-207
-3% -$24.6K 0.41% 75
2025
Q2 		$722K Sell
6,307
-244
-4% -$26.3K 0.43% 73
2025
Q1 		$700K Sell
6,551
-44
-0.7% -$5.06K 0.43% 73
2024
Q4 		$767K Sell
6,595
-1,284
-16% -$156K 0.46% 68
2024
Q3 		$944K Buy
7,879
+13
+0.2% +$1.51K 0.55% 59
2024
Q2 		$867K Hold
7,866
– – 0.54% 57
2024
Q1 		$884K Sell
7,866
-68
-0.9% -$7.29K 0.55% 57
2023
Q4 		$854K Buy
7,934
+198
+3% +$19.1K 0.59% 49
2023
Q3 		$730K Sell
7,736
-189
-2% -$18.8K 0.54% 59
2023
Q2 		$786K Sell
7,925
-195
-2% -$18.4K 0.59% 56
2023
Q1 		$769K Sell
8,120
-646
-7% -$62.7K 0.61% 55
2022
Q4 		$830K Buy
+8,766
New +$831K 0.68% 44

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

ViaWealth's VIOG Position: Q2 2026 in Review

ViaWealth reduced its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 1.9% in Q2 2026, selling an estimated $15.5K and leaving 5,802 shares worth $890K. The position accounts for 0.45% of the portfolio, ranked #66.

ViaWealth first reported a position in VIOG in Q4 2022 and has held it in 15 quarters since. The position peaked at $944K in Q3 2024. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • ViaWealth held 5,802 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $890K as of Q2 2026.
  • ViaWealth sold 111 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $15.5K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.45% of ViaWealth's portfolio in Q2 2026, its #66 holding.
  • ViaWealth first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • ViaWealth's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $944K in Q3 2024.
  • 198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.