WA
VIOG icon

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

Waverly 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
2026
Q2 		$976K Buy
6,360
+110
+2% +$15.3K 0.01% 908
2026
Q1 		$778K Buy
6,250
+24
+0.4% +$3.06K 0.01% 912
2025
Q4 		$755K Buy
6,226
+2,195
+54% +$267K 0.01% 855
2025
Q3 		$491K Buy
4,031
+520
+15% +$61.7K ﹤0.01% 855
2025
Q2 		$402K Buy
3,511
+115
+3% +$12.4K ﹤0.01% 874
2025
Q1 		$363K Buy
3,396
+527
+18% +$60.6K ﹤0.01% 868
2024
Q4 		$334K Buy
+2,869
New +$349K 0.01% 792

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

Waverly Advisors's VIOG Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 1.8% in Q2 2026, buying an estimated $15.3K and bringing the position to 6,360 shares worth $976K. The position accounts for 0.01% of the portfolio, ranked #908.

Waverly Advisors first reported a position in VIOG in Q4 2024 and has held it in 7 quarters since. 198 funds tracked by Wall St. Rank hold VIOG as of Q2 2026.

  • Waverly Advisors held 6,360 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $976K as of Q2 2026.
  • Waverly Advisors bought 110 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $15.3K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #908 holding.
  • Waverly Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 198 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.