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

YorkBridge Wealth Partners’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
2022
Q4 		$3.02M Buy
32,408
+2,332
+8% +$221K 0.77% 35
2022
Q3 		$2.63M Buy
+30,076
New +$2.91M 0.68% 37

Other funds holding VIOG

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWP
LMG Wealth Partners Shreveport, Louisiana $549M AUM 24.44% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DWA
Dougherty Wealth Advisers Wayzata, Minnesota $158M AUM 18.41% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

YorkBridge Wealth Partners's VIOG Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Vanguard S&P Small-Cap 600 Growth ETF (VIOG) stake by 7.8% in Q4 2022, buying an estimated $221K and bringing the position to 32,408 shares worth $3.02M. The position accounts for 0.77% of the portfolio, ranked #35.

YorkBridge Wealth Partners first reported a position in VIOG in Q3 2022 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold VIOG as of Q4 2022.

  • YorkBridge Wealth Partners held 32,408 shares of Vanguard S&P Small-Cap 600 Growth ETF worth $3.02M as of Q4 2022.
  • YorkBridge Wealth Partners bought 2,332 Vanguard S&P Small-Cap 600 Growth ETF shares in Q4 2022, an estimated $221K.
  • Vanguard S&P Small-Cap 600 Growth ETF made up 0.77% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #35 holding.
  • YorkBridge Wealth Partners first reported a position in Vanguard S&P Small-Cap 600 Growth ETF in Q3 2022 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Growth ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.