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Adero Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Adero Partners’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
Q1 		$2.54M Buy
45,624
+84
+0.2% +$5.09K 0.17% 54
2024
Q4 		$2.78M Buy
+45,540
New +$2.73M 0.18% 50

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Adero Partners's VOOG Position: Q1 2025 in Review

Adero Partners increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.18% in Q1 2025, buying an estimated $5.09K and bringing the position to 45,624 shares worth $2.54M. The position accounts for 0.17% of the portfolio, ranked #54.

Adero Partners first reported a position in VOOG in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.78M in Q4 2024. 567 funds tracked by Wall St. Rank hold VOOG as of Q1 2025.

  • Adero Partners held 45,624 shares of Vanguard S&P 500 Growth ETF worth $2.54M as of Q1 2025.
  • Adero Partners bought 84 Vanguard S&P 500 Growth ETF shares in Q1 2025, an estimated $5.09K.
  • Vanguard S&P 500 Growth ETF made up 0.17% of Adero Partners's portfolio in Q1 2025, its #54 holding.
  • Adero Partners first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • Adero Partners's Vanguard S&P 500 Growth ETF position peaked at $2.78M in Q4 2024.
  • 567 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.