Aventura Private Wealth’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Aventura Private Wealth’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	$2.48K	Hold	30	–	–	﹤0.01%	795
2026 Q1	$2.04K	Hold	30	–	–	﹤0.01%	748
2025 Q4	$2.22K	Hold	30	–	–	﹤0.01%	676
2025 Q3	$2.18K	Hold	30	–	–	﹤0.01%	668
2025 Q2	$1.98K	Hold	30	–	–	﹤0.01%	627
2025 Q1	$1.67K	Buy	+30	New	+$1.82K	﹤0.01%	619

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

Aventura Private Wealth's VOOG Position: Q2 2026 in Review

Aventura Private Wealth held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 30 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Aventura Private Wealth first reported a position in VOOG in Q1 2025 and has held it in 6 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Aventura Private Wealth held 30 shares of Vanguard S&P 500 Growth ETF worth $2.48K as of Q2 2026.
Aventura Private Wealth left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #795 holding.
Aventura Private Wealth first reported a position in Vanguard S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.