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

Winslow Evans & Crocker’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
2020 Q4	$85K	Buy	860 +380	+79%	+$33.4K	0.02%	476
2020 Q3	$36K	Sell	480 -26	-5%	-$2K	0.01%	518
2020 Q2	$37K	Sell	506 -82	-14%	-$5.5K	0.01%	508
2020 Q1	$36K	Hold	588	–	–	0.01%	485
2019 Q4	$50K	Hold	588	–	–	0.01%	507
2019 Q3	$46K	Hold	588	–	–	0.01%	517
2019 Q2	$46K	Hold	588	–	–	0.01%	530
2019 Q1	$46K	Hold	588	–	–	0.01%	515
2018 Q4	$42K	Hold	588	–	–	0.01%	494
2018 Q3	$52K	Buy	588 +28	+5%	+$2.42K	0.02%	484
2018 Q2	$46K	Hold	560	–	–	0.01%	519
2018 Q1	$41.8K	Hold	560	–	–	0.01%	521
2017 Q4	$40.9K	Hold	560	–	–	0.01%	530
2017 Q3	$39.4K	Hold	560	–	–	0.01%	525
2017 Q2	$37.4K	Hold	560	–	–	0.01%	617
2017 Q1	$36.8K	Hold	560	–	–	0.01%	605
2016 Q4	$36K	Buy	+560	New	+$33.8K	0.01%	610

Other funds holding VIOG

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

DWA

Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return

Winslow Evans & Crocker's VIOG Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 79% in Q4 2020, buying an estimated $33.4K and bringing the position to 860 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #476.

Winslow Evans & Crocker first reported a position in VIOG in Q4 2016 and has held it in 17 quarters since. 65 funds tracked by Wall St. Rank hold VIOG as of Q4 2020.

Winslow Evans & Crocker held 860 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $85K as of Q4 2020.
Winslow Evans & Crocker bought 380 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2020, an estimated $33.4K.
Vanguard S&P Small-Cap 600 Growth ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #476 holding.
Winslow Evans & Crocker first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q4 2016 and has held it in 17 quarters since.
65 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.