1 North Wealth Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

1 North Wealth Services’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$60K	Hold	726	–	–	0.02%	90
2026 Q1	$49.3K	Sell	726 -600	-45%	-$43.4K	0.02%	87
2025 Q4	$98.3K	Buy	1,326 +756	+133%	+$55.6K	0.03%	76
2025 Q3	$41.4K	Hold	570	–	–	0.02%	89
2025 Q2	$37.7K	Hold	570	–	–	0.01%	98
2025 Q1	$31.8K	Buy	+570	New	+$34.5K	0.01%	97
2019 Q4	$17K	Hold	570	–	–	0.01%	162
2019 Q3	$15K	Buy	+570	New	+$15.4K	0.01%	134
2019 Q1	$15K	Hold	570	–	–	0.01%	126
2018 Q4	$13K	Buy	+570	New	+$13.8K	0.01%	134

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1 North Wealth Services's VOOG Position: Q2 2026 in Review

1 North Wealth Services held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 726 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #90.

1 North Wealth Services first reported a position in VOOG in Q4 2018 and has held it in 10 quarters since. The position peaked at $98.3K in Q4 2025. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

1 North Wealth Services held 726 shares of Vanguard S&P 500 Growth ETF worth $60K as of Q2 2026.
1 North Wealth Services left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.02% of 1 North Wealth Services's portfolio in Q2 2026, its #90 holding.
1 North Wealth Services first reported a position in Vanguard S&P 500 Growth ETF in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's Vanguard S&P 500 Growth ETF position peaked at $98.3K in Q4 2025.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.