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AA Financial Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

AA Financial Advisors’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
Q1 		– Sell
-121,632
Closed -$9.01M – 240
2025
Q4 		$9.01M Sell
121,632
-5,898
-5% -$434K 1.67% 16
2025
Q3 		$9.26M Sell
127,530
-288
-0.2% -$19.9K 1.82% 15
2025
Q2 		$8.45M Buy
+127,818
New +$7.6M 1.82% 18

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AA Financial Advisors's VOOG Position: Q1 2026 in Review

AA Financial Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026, closing a stake of 121,632 shares — an estimated $9.01M sold.

AA Financial Advisors first reported a position in VOOG in Q2 2025 and held it in 3 quarters. The position peaked at $9.26M in Q3 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • AA Financial Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • AA Financial Advisors sold 121,632 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $9.01M.
  • AA Financial Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and held it in 3 quarters.
  • AA Financial Advisors's Vanguard S&P 500 Growth ETF position peaked at $9.26M in Q3 2025.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on AA Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.