Avantax Planning Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Avantax Planning Partners’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 Q2	$396K	Buy	4,788 +60	+1%	+$4.76K	0.01%	322
2026 Q1	$321K	Buy	+4,728	New	+$342K	0.01%	338
2018 Q4	–	Sell	-2,862	Closed	-$76K	–	1169
2018 Q3	$76K	Buy	+2,862	New	+$73.6K	0.01%	397
2018 Q2	–	Sell	-1,362	Closed	-$32K	–	1448
2018 Q1	$32K	Buy	+1,362	New	+$32.5K	﹤0.01%	629
2017 Q4	–	Sell	-18,510	Closed	-$397K	–	362
2017 Q3	$397K	Buy	+18,510	New	+$390K	0.03%	239

Other funds holding VOOG

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Avantax Planning Partners's VOOG Position: Q2 2026 in Review

Avantax Planning Partners increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 1.3% in Q2 2026, buying an estimated $4.76K and bringing the position to 4,788 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #322.

Avantax Planning Partners first reported a position in VOOG in Q3 2017 and has held it in 5 quarters since. The position peaked at $397K in Q3 2017. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Avantax Planning Partners held 4,788 shares of Vanguard S&P 500 Growth ETF worth $396K as of Q2 2026.
Avantax Planning Partners bought 60 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $4.76K.
Vanguard S&P 500 Growth ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #322 holding.
Avantax Planning Partners first reported a position in Vanguard S&P 500 Growth ETF in Q3 2017 and has held it in 5 quarters since.
Avantax Planning Partners's Vanguard S&P 500 Growth ETF position peaked at $397K in Q3 2017.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.