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Axis Wealth Partners’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Axis Wealth 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 		$1.87M Sell
22,673
-571
-2% -$45.3K 0.9% 33
2026
Q1 		$1.58M Sell
23,244
-372
-2% -$26.9K 0.84% 34
2025
Q4 		$1.75M Sell
23,616
-114
-0.5% -$8.39K 0.97% 31
2025
Q3 		$1.72M Buy
23,730
+444
+2% +$30.7K 1.01% 27
2025
Q2 		$1.54M Buy
23,286
+2,136
+10% +$127K 1.01% 26
2025
Q1 		$1.18M Sell
21,150
-36
-0.2% -$2.18K 0.87% 30
2024
Q4 		$1.29M Buy
+21,186
New +$1.27M 1.09% 24

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Axis Wealth Partners's VOOG Position: Q2 2026 in Review

Axis Wealth Partners reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 2.5% in Q2 2026, selling an estimated $45.3K and leaving 22,673 shares worth $1.87M. The position accounts for 0.9% of the portfolio, ranked #33.

Axis Wealth Partners first reported a position in VOOG in Q4 2024 and has held it in 7 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Axis Wealth Partners held 22,673 shares of Vanguard S&P 500 Growth ETF worth $1.87M as of Q2 2026.
  • Axis Wealth Partners sold 571 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $45.3K.
  • Vanguard S&P 500 Growth ETF made up 0.9% of Axis Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • Axis Wealth Partners first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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