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

Arete 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
2025
Q4 		– Sell
-6,804
Closed -$494K – 751
2025
Q3 		$494K Hold
6,804
– – 0.03% 447
2025
Q2 		$450K Hold
6,804
– – 0.03% 442
2025
Q1 		$379K Buy
6,804
+510
+8% +$30.9K 0.03% 465
2024
Q4 		$385K Buy
6,294
+18
+0.3% +$1.08K 0.03% 490
2024
Q3 		$359K Sell
6,276
-330
-5% -$18.3K 0.03% 473
2024
Q2 		$369K Buy
+6,606
New +$343K 0.03% 476
2024
Q1 		– Sell
-6,606
Closed -$298K – 738
2023
Q4 		$298K Buy
+6,606
New +$283K 0.02% 551
2023
Q3 		– Sell
-6,606
Closed -$280K – 730
2023
Q2 		$280K Hold
6,606
– – 0.02% 514
2023
Q1 		$254K Hold
6,606
– – 0.02% 520
2022
Q4 		$232K Sell
6,606
-1,344
-17% -$48.5K 0.02% 522
2022
Q3 		$276K Sell
7,950
-12,006
-60% -$469K 0.03% 425
2022
Q2 		$513K Buy
+19,956
New +$794K 0.05% 240

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arete Wealth Advisors's VOOG Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2025, closing a stake of 6,804 shares — an estimated $494K sold.

Arete Wealth Advisors first reported a position in VOOG in Q2 2022 and held it in 12 quarters. The position peaked at $513K in Q2 2022. 702 funds tracked by Wall St. Rank hold VOOG as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,804 Vanguard S&P 500 Growth ETF shares in Q4 2025, an estimated $494K.
  • Arete Wealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2022 and held it in 12 quarters.
  • Arete Wealth Advisors's Vanguard S&P 500 Growth ETF position peaked at $513K in Q2 2022.
  • 702 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.