STUDIO INVESTMENT MANAGEMENT LLC VIOG — Vanguard S&P Small-Cap 600 Growth ETF

Ownership history in STUDIO INVESTMENT MANAGEMENT LLC  ·  13 quarters on record

AI Ownership Summary

STUDIO INVESTMENT MANAGEMENT LLC reported Vanguard S&P Small-Cap 600 Growth ETF (VIOG) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.48% in 2024 Q2. The latest visible filing shows VIOG at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIOG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STUDIO INVESTMENT MANAGEMENT LLC's position in Vanguard S&P Small-Cap 600 Growth ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VIOG was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VIOG stock page STUDIO INVESTMENT MANAGEMENT LLC fund profile STUDIO INVESTMENT MANAGEMENT LLC full holdings
How STUDIO INVESTMENT MANAGEMENT LLC held VIOG — position size vs. price
% of Fund (quarterly)    VIOG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 16,693 — 0% 0.37% $2.0M 2026-05-05 $140.79
2025 Q4 REDUCED — — — 16,693 -201 -1.2% 0.37% $2.0M 2026-02-09 $131.64
2025 Q3 REDUCED — — — 16,894 -117 -0.7% 0.39% $2.1M 2025-11-07 $119.35
2025 Q2 ADDED — — — 17,011 +202 +1.2% 0.39% $2.0M 2025-07-30 $115.44
2025 Q1 ADDED — — — 16,809 +105 +0.6% 0.37% $1.8M 2025-05-14 $110.31
2024 Q4 ADDED — — — 16,704 +39 +0.2% 0.41% $1.9M 2025-02-14 $118.16
2024 Q3 REDUCED 11.7% -2.4% ✅ 16,665 -2,217 -11.7% 0.42% $2.0M 2024-11-12 $124.70
2024 Q2 ADDED — — — 18,882 +2,742 +17.0% 0.48% $2.1M 2024-08-07 $108.17
2024 Q1 ADDED — — — 16,140 +1,532 +10.5% 0.43% $1.8M 2024-05-15 $111.21
2023 Q4 ADDED — — — 14,608 +5,581 +61.8% 0.40% $1.6M 2024-02-16 $106.15
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VIOG

As of 2026 Q1 — sorted by position size

Dougherty Wealth Advisers LLC 3Y 7Y 7.55% Code Waechter LLC 4.06% Del-Sette Capital Management, LLC 3Y 3.78% Strategic Advocates LLC 3.59% Alliance Wealth Advisors, LLC /UT 3Y 2.64% KIECKHEFER GROUP LLC 2.38% LOWERY THOMAS, LLC 3Y 1.77% LMG Wealth Partners, LLC 3Y 1.34% Crescent Sterling, Ltd. 3Y 1.06% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 0.54%

FAQ About STUDIO INVESTMENT MANAGEMENT LLC and VIOG

These are the practical questions this page is built to answer before you even open the full history table.

How long has STUDIO INVESTMENT MANAGEMENT LLC reported owning VIOG?

STUDIO INVESTMENT MANAGEMENT LLC reported VIOG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VIOG position in STUDIO INVESTMENT MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for VIOG was 0.48% in 2024 Q2.

What is the latest reported VIOG position on this page?

The most recent filing on this page is 2026 Q1, when STUDIO INVESTMENT MANAGEMENT LLC reported 16,693 shares, equal to 0.37% of portfolio, with an estimated market value of $2.0M.

What does the chart on this VIOG ownership page compare?

The chart compares STUDIO INVESTMENT MANAGEMENT LLC's quarterly VIOG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did STUDIO INVESTMENT MANAGEMENT LLC time their VIOG position?

Based on 13F filing dates vs. subsequent VIOG price moves, STUDIO INVESTMENT MANAGEMENT LLC correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on VIOG relative to SPY over the holding period was +6.5%.

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