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 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

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

Activest Wealth Management's VOOG Position: Q2 2026 in Review

Activest Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026, closing a stake of 10,800 shares — an estimated $734K sold.

Activest Wealth Management first reported a position in VOOG in Q2 2023 and held it in 6 quarters. The position peaked at $800K in Q4 2025. 754 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Activest Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
Activest Wealth Management sold 10,800 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $734K.
Activest Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q2 2023 and held it in 6 quarters.
Activest Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $800K in Q4 2025.
754 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.