WANY
VIOG icon

Wealthspire Advisors (New York)’s Vanguard S&P Small-Cap 600 Growth ETF VIOG Stock Holding History

Wealthspire Advisors (New York)’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
-4,324
Closed -$503K – 829
2024
Q4 		$503K Hold
4,324
– – 0.01% 515
2024
Q3 		$518K Buy
+4,324
New +$501K 0.01% 493

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

Wealthspire Advisors (New York)'s VIOG Position: Q1 2025 in Review

Wealthspire Advisors (New York) sold out of Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in Q1 2025, closing a stake of 4,324 shares — an estimated $503K sold.

Wealthspire Advisors (New York) first reported a position in VIOG in Q3 2024 and held it in 2 quarters. The position peaked at $518K in Q3 2024. 149 funds tracked by Wall St. Rank hold VIOG as of Q1 2025.

  • Wealthspire Advisors (New York) reported no remaining Vanguard S&P Small-Cap 600 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 4,324 Vanguard S&P Small-Cap 600 Growth ETF shares in Q1 2025, an estimated $503K.
  • Wealthspire Advisors (New York) first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2024 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Vanguard S&P Small-Cap 600 Growth ETF position peaked at $518K 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 Wealthspire Advisors (New York)'s 13F filing for Q1 2025, filed 9 May 2025.