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Accredited Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$132K Sell
60
-1,758
-97% -$122K 0.1% 85
2025
Q2 		$120K Hold
1,818
– – 0.1% 89
2025
Q1 		$101K Buy
1,818
+252
+16% +$15.3K 0.09% 87
2024
Q4 		$95.5K Buy
+1,566
New +$93.9K 0.08% 102

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accredited Wealth Management's VOOG Position: Q3 2025 in Review

Accredited Wealth Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 97% in Q3 2025, selling an estimated $122K and leaving 60 shares worth $132K. The position accounts for 0.1% of the portfolio, ranked #85.

Accredited Wealth Management first reported a position in VOOG in Q4 2024 and has held it in 4 quarters since. 636 funds tracked by Wall St. Rank hold VOOG as of Q3 2025.

  • Accredited Wealth Management held 60 shares of Vanguard S&P 500 Growth ETF worth $132K as of Q3 2025.
  • Accredited Wealth Management sold 1,758 Vanguard S&P 500 Growth ETF shares in Q3 2025, an estimated $122K.
  • Vanguard S&P 500 Growth ETF made up 0.1% of Accredited Wealth Management's portfolio in Q3 2025, its #85 holding.
  • Accredited Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 636 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.