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

WFG 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
2017
Q2 		$148K Buy
2,208
+1,236
+127% +$81.5K 0.03% 440
2017
Q1 		$64K Sell
972
-706
-42% -$45.8K 0.02% 599
2016
Q4 		$108K Buy
+1,678
New +$101K 0.03% 502

Other funds holding VIOG

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

WFG Advisors's VIOG Position: Q2 2017 in Review

WFG Advisors increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 127% in Q2 2017, buying an estimated $81.5K and bringing the position to 2,208 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #440.

WFG Advisors first reported a position in VIOG in Q4 2016 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold VIOG as of Q2 2017.

  • WFG Advisors held 2,208 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $148K as of Q2 2017.
  • WFG Advisors bought 1,236 Vanguard S&P Small-Cap 600 Growth ETF shares in Q2 2017, an estimated $81.5K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #440 holding.
  • WFG Advisors first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2016 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.