Anchor Investment Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Anchor Investment 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 Q1	$61K	Buy	900 +6	+0.7%	+$434	0.01%	565
2025 Q4	$66.4K	Hold	894	–	–	0.01%	552
2025 Q3	$65K	Hold	894	–	–	0.01%	554
2025 Q2	$59.1K	Hold	894	–	–	0.01%	558
2025 Q1	$49.8K	Buy	894 +774	+645%	+$46.9K	﹤0.01%	570
2024 Q4	$7.32K	Hold	120	–	–	﹤0.01%	843
2024 Q3	$6.91K	Sell	120 -366	-75%	-$20.3K	﹤0.01%	845
2024 Q2	$27K	Hold	486	–	–	﹤0.01%	600
2024 Q1	$24.7K	Buy	486 +186	+62%	+$8.98K	﹤0.01%	642
2023 Q4	$13.5K	Hold	300	–	–	﹤0.01%	702
2023 Q3	$12.3K	Sell	300 -420	-58%	-$17.9K	﹤0.01%	717
2023 Q2	$30.5K	Sell	720 -300	-29%	-$11.9K	﹤0.01%	588
2023 Q1	$39.2K	Hold	1,020	–	–	0.01%	563
2022 Q4	$35.9K	Hold	1,020	–	–	0.01%	566
2022 Q3	$35.5K	Hold	1,020	–	–	0.01%	558
2022 Q2	$37K	Hold	1,020	–	–	0.01%	575
2022 Q1	$46.9K	Hold	1,020	–	–	0.01%	559
2021 Q4	$51.3K	Buy	1,020 +90	+10%	+$4.36K	0.01%	563
2021 Q3	$41.3K	Buy	930 +300	+48%	+$13.8K	0.01%	547
2021 Q2	$27.6K	Buy	630 +300	+91%	+$12.5K	﹤0.01%	613
2021 Q1	$12.9K	Hold	330	–	–	﹤0.01%	674
2020 Q4	$12.7K	Hold	330	–	–	﹤0.01%	650
2020 Q3	$11.5K	Hold	330	–	–	﹤0.01%	633
2020 Q2	$10.3K	Hold	330	–	–	﹤0.01%	636
2020 Q1	$8.19K	Hold	330	–	–	﹤0.01%	648
2019 Q4	$9.59K	Hold	330	–	–	﹤0.01%	650
2019 Q3	$8.89K	Buy	330 +120	+57%	+$3.25K	﹤0.01%	651
2019 Q2	$5.64K	Hold	210	–	–	﹤0.01%	676
2019 Q1	$5.41K	Hold	210	–	–	﹤0.01%	680
2018 Q4	$4.72K	Hold	210	–	–	﹤0.01%	699
2018 Q3	$5.56K	Hold	210	–	–	﹤0.01%	716
2018 Q2	$5.11K	Hold	210	–	–	﹤0.01%	733
2018 Q1	$4.87K	Hold	210	–	–	﹤0.01%	712
2017 Q4	$4.79K	Hold	210	–	–	﹤0.01%	712
2017 Q3	$4.5K	Hold	210	–	–	﹤0.01%	694
2017 Q2	$4.3K	Hold	210	–	–	﹤0.01%	637
2017 Q1	$4.13K	Buy	210 +30	+17%	+$575	﹤0.01%	637
2016 Q4	$3.28K	Hold	180	–	–	﹤0.01%	624
2016 Q3	$3.27K	Hold	180	–	–	﹤0.01%	611
2016 Q2	$3.14K	Hold	180	–	–	﹤0.01%	607
2016 Q1	$3.12K	Buy	+180	New	+$2.96K	﹤0.01%	590

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

Anchor Investment Management's VOOG Position: Q1 2026 in Review

Anchor Investment Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.67% in Q1 2026, buying an estimated $434 and bringing the position to 900 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #565.

Anchor Investment Management first reported a position in VOOG in Q1 2016 and has held it in 41 quarters since. The position peaked at $66.4K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Anchor Investment Management held 900 shares of Vanguard S&P 500 Growth ETF worth $61K as of Q1 2026.
Anchor Investment Management bought 6 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $434.
Vanguard S&P 500 Growth ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #565 holding.
Anchor Investment Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's Vanguard S&P 500 Growth ETF position peaked at $66.4K in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.