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Avantax Advisory Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Avantax Advisory Services’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
Q2 		$3.85M Buy
58,272
+1,278
+2% +$76K 0.02% 540
2025
Q1 		$3.18M Buy
56,994
+14,760
+35% +$895K 0.02% 559
2024
Q4 		$2.58M Buy
42,234
+13,074
+45% +$784K 0.02% 604
2024
Q3 		$1.68M Buy
29,160
+4,890
+20% +$271K 0.01% 783
2024
Q2 		$1.35M Buy
24,270
+7,524
+45% +$390K 0.01% 825
2024
Q1 		$851K Buy
16,746
+1,608
+11% +$77.7K 0.01% 814
2023
Q4 		$683K Buy
15,138
+2,586
+21% +$111K 0.01% 859
2023
Q3 		$516K Buy
12,552
+1,752
+16% +$74.5K 0.01% 933
2023
Q2 		$457K Buy
10,800
+132
+1% +$5.25K 0.01% 975
2023
Q1 		$410K Buy
10,668
+2,610
+32% +$95.9K 0.01% 995
2022
Q4 		$283K Sell
8,058
-894
-10% -$32.3K ﹤0.01% 1137
2022
Q3 		$311K Buy
8,952
+1,734
+24% +$67.7K ﹤0.01% 988
2022
Q2 		$262K Sell
7,218
-618
-8% -$24.6K ﹤0.01% 1072
2022
Q1 		$361K Buy
7,836
+642
+9% +$29K 0.01% 918
2021
Q4 		$362K Buy
7,194
+600
+9% +$29.1K 0.01% 893
2021
Q3 		$294K Sell
6,594
-102
-2% -$4.68K ﹤0.01% 933
2021
Q2 		$292K Buy
6,696
+510
+8% +$21.2K 0.01% 917
2021
Q1 		$242K Buy
6,186
+696
+13% +$27.1K 0.01% 896
2020
Q4 		$210K Sell
5,490
-28,506
-84% -$1.04M 0.01% 863
2020
Q3 		$1.18M Buy
33,996
+22,980
+209% +$781K 0.02% 494
2020
Q2 		$343K Sell
11,016
-918
-8% -$26.5K 0.01% 591
2020
Q1 		$296K Buy
11,934
+1,788
+18% +$50.8K 0.01% 579
2019
Q4 		$295K Buy
+10,146
New +$282K 0.01% 631

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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Avantax Advisory Services's VOOG Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 2.2% in Q2 2025, buying an estimated $76K and bringing the position to 58,272 shares worth $3.85M. The position accounts for 0.02% of the portfolio, ranked #540.

Avantax Advisory Services first reported a position in VOOG in Q4 2019 and has held it in 23 quarters since. 615 funds tracked by Wall St. Rank hold VOOG as of Q2 2025.

  • Avantax Advisory Services held 58,272 shares of Vanguard S&P 500 Growth ETF worth $3.85M as of Q2 2025.
  • Avantax Advisory Services bought 1,278 Vanguard S&P 500 Growth ETF shares in Q2 2025, an estimated $76K.
  • Vanguard S&P 500 Growth ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #540 holding.
  • Avantax Advisory Services first reported a position in Vanguard S&P 500 Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • 615 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.