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

Visionary Wealth Advisors’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	-7,602	Closed	-$884K	–	565
2024 Q4	$884K	Sell	7,602 -2,370	-24%	-$288K	0.05%	277
2024 Q3	$1.19M	Buy	9,972 +4,156	+71%	+$482K	0.07%	233
2024 Q2	$641K	Buy	+5,816	New	+$640K	0.04%	293

Other funds holding VIOG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Visionary Wealth Advisors's VIOG Position: Q1 2025 in Review

Visionary Wealth Advisors sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2025, closing a stake of 7,602 shares — an estimated $884K sold.

Visionary Wealth Advisors first reported a position in VIOG in Q2 2024 and held it in 3 quarters. The position peaked at $1.19M in Q3 2024. 149 funds tracked by Wall St. Rank hold VIOG as of Q1 2025.

Visionary Wealth Advisors reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 7,602 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $884K.
Visionary Wealth Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q2 2024 and held it in 3 quarters.
Visionary Wealth Advisors's Vanguard S&P Small-Cap 600 Growth ETF position peaked at $1.19M 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 Visionary Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.