B.O.S.S. Retirement Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

B.O.S.S. Retirement 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
2026 Q2	$1.9M	Sell	23,021 -415	-2%	-$32.9K	0.51%	45
2026 Q1	$1.59M	Buy	23,436 +420	+2%	+$30.4K	0.49%	47
2025 Q4	$1.71M	Sell	23,016 -8,010	-26%	-$589K	0.54%	43
2025 Q3	$2.25M	Buy	31,026 +24	+0.1%	+$1.66K	0.54%	39
2025 Q2	$2.05M	Sell	31,002 -510	-2%	-$30.3K	0.51%	40
2025 Q1	$1.76M	Buy	31,512 +936	+3%	+$56.7K	0.51%	41
2024 Q4	$1.87M	Sell	30,576 -3,840	-11%	-$230K	0.52%	42
2024 Q3	$1.98M	Buy	34,416 +22,284	+184%	+$1.24M	0.4%	64
2024 Q2	$674K	Buy	+12,132	New	+$629K	0.17%	119

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

B.O.S.S. Retirement Advisors's VOOG Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 1.8% in Q2 2026, selling an estimated $32.9K and leaving 23,021 shares worth $1.9M. The position accounts for 0.51% of the portfolio, ranked #45.

B.O.S.S. Retirement Advisors first reported a position in VOOG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.25M in Q3 2025. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

B.O.S.S. Retirement Advisors held 23,021 shares of Vanguard S&P 500 Growth ETF worth $1.9M as of Q2 2026.
B.O.S.S. Retirement Advisors sold 415 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $32.9K.
Vanguard S&P 500 Growth ETF made up 0.51% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #45 holding.
B.O.S.S. Retirement Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
B.O.S.S. Retirement Advisors's Vanguard S&P 500 Growth ETF position peaked at $2.25M in Q3 2025.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.