AmeriServ Wealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

AmeriServ Wealth Advisors’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 Q1	$680K	Sell	10,002 -5,244	-34%	-$379K	0.43%	27
2025 Q4	$1.13M	Sell	15,246 -1,848	-11%	-$136K	0.66%	20
2025 Q3	$1.24M	Buy	17,094 +642	+4%	+$44.4K	0.63%	17
2025 Q2	$1.09M	Sell	16,452 -50,346	-75%	-$3M	0.54%	26
2025 Q1	$3.72M	Sell	66,798 -15,462	-19%	-$937K	2.15%	8
2024 Q4	$5.02M	Buy	+82,260	New	+$4.93M	2.71%	7

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AmeriServ Wealth Advisors's VOOG Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 34% in Q1 2026, selling an estimated $379K and leaving 10,002 shares worth $680K. The position accounts for 0.43% of the portfolio, ranked #27.

AmeriServ Wealth Advisors first reported a position in VOOG in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.02M in Q4 2024. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

AmeriServ Wealth Advisors held 10,002 shares of Vanguard S&P 500 Growth ETF worth $680K as of Q1 2026.
AmeriServ Wealth Advisors sold 5,244 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $379K.
Vanguard S&P 500 Growth ETF made up 0.43% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #27 holding.
AmeriServ Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 6 quarters since.
AmeriServ Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $5.02M in Q4 2024.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.