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

Activest 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
2026 Q3	$461K	Buy	+5,388	New	+$449K	0.09%	72
2026 Q2	–	Sell	-10,800	Closed	-$734K	–	1505
2026 Q1	$734K	Hold	10,800	–	–	0.13%	69
2025 Q4	$800K	Buy	10,800 +10,794	+179,900%	+$794K	0.15%	62
2025 Q3	$373	Hold	6	–	–	﹤0.01%	985
2025 Q2	$246	Buy	+6	New	+$357	﹤0.01%	942
2025 Q1	–	Sell	-1,626	Closed	-$98.5K	–	945
2024 Q4	$99.2K	Buy	+1,626	New	+$97.5K	0.03%	124
2024 Q3	–	Hold	0	–	–	–	517
2023 Q3	–	Sell	-11,232	Closed	-$150K	–	400
2023 Q2	$150K	Buy	+11,232	New	+$447K	0.1%	32

Other funds holding VOOG

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Activest Wealth Management's VOOG Position: Q3 2026 in Review

Activest Wealth Management opened a new position in Vanguard S&P 500 Growth ETF (VOOG) in Q3 2026: 5,388 shares worth $461K. The stake represents 0.09% of the portfolio and ranks #72 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in VOOG as recently as Q1 2026.

Activest Wealth Management first reported a position in VOOG in Q2 2023 and has held it in 7 quarters since. The position peaked at $800K in Q4 2025. 535 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

Activest Wealth Management held 5,388 shares of Vanguard S&P 500 Growth ETF worth $461K as of Q3 2026.
Vanguard S&P 500 Growth ETF was a new Activest Wealth Management position in Q3 2026.
Vanguard S&P 500 Growth ETF made up 0.09% of Activest Wealth Management's portfolio in Q3 2026, its #72 holding.
Activest Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2023 and has held it in 7 quarters since.
Activest Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $800K in Q4 2025.
535 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.