Advisor Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Advisor Group’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
2019 Q4	$8.6M	Buy	295,380 +42,072	+17%	+$1.17M	0.06%	269
2019 Q3	$6.83M	Buy	253,308 +20,064	+9%	+$543K	0.05%	319
2019 Q2	$6.27M	Buy	233,244 +49,566	+27%	+$1.3M	0.05%	322
2019 Q1	$4.74M	Buy	183,678 +97,290	+113%	+$2.38M	0.04%	383
2018 Q4	$1.95M	Sell	86,388 -23,274	-21%	-$563K	0.02%	649
2018 Q3	$2.9M	Sell	109,662 -10,968	-9%	-$282K	0.03%	513
2018 Q2	$2.93M	Sell	120,630 -38,496	-24%	-$925K	0.04%	399
2018 Q1	$3.69M	Sell	159,126 -50,904	-24%	-$1.21M	0.05%	337
2017 Q4	$4.79M	Sell	210,030 -7,350	-3%	-$164K	0.06%	274
2017 Q3	$4.66M	Buy	217,380 +13,410	+7%	+$283K	0.07%	241
2017 Q2	$4.17M	Buy	203,970 +14,814	+8%	+$300K	0.07%	258
2017 Q1	$3.73M	Buy	189,156 +7,980	+4%	+$153K	0.08%	269
2016 Q4	$3.3M	Buy	181,176 +74,268	+69%	+$1.34M	0.07%	280
2016 Q3	$1.95M	Buy	106,908 +6,882	+7%	+$125K	0.05%	412
2016 Q2	$1.74M	Buy	+100,026	New	+$1.74M	0.05%	420

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Advisor Group's VOOG Position: Q4 2019 in Review

Advisor Group increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 17% in Q4 2019, buying an estimated $1.17M and bringing the position to 295,380 shares worth $8.6M. The position accounts for 0.06% of the portfolio, ranked #269.

Advisor Group first reported a position in VOOG in Q2 2016 and has held it in 15 quarters since. 190 funds tracked by Wall St. Rank hold VOOG as of Q4 2019.

Advisor Group held 295,380 shares of Vanguard S&P 500 Growth ETF worth $8.6M as of Q4 2019.
Advisor Group bought 42,072 Vanguard S&P 500 Growth ETF shares in Q4 2019, an estimated $1.17M.
Vanguard S&P 500 Growth ETF made up 0.06% of Advisor Group's portfolio in Q4 2019, its #269 holding.
Advisor Group first reported a position in Vanguard S&P 500 Growth ETF in Q2 2016 and has held it in 15 quarters since.
190 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.