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Balanced Wealth Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Balanced Wealth Group’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 		$1.91M Sell
23,129
-103
-0.4% -$8.18K 0.6% 28
2026
Q1 		$1.58M Sell
23,232
-1,434
-6% -$104K 0.57% 24
2025
Q4 		$1.8M Sell
24,666
-84
-0.3% -$6.18K 0.66% 23
2025
Q3 		$1.62M Buy
24,750
+114
+0.5% +$7.88K 0.71% 21
2025
Q2 		$1.69M Sell
24,636
-348
-1% -$20.7K 0.73% 21
2025
Q1 		$1.39M Sell
24,984
-396
-2% -$24K 0.67% 22
2024
Q4 		$1.59M Sell
25,380
-2,964
-10% -$178K 0.71% 21
2024
Q3 		$1.63M Buy
28,344
+36
+0.1% +$2K 0.72% 22
2024
Q2 		$1.59M Buy
28,308
+1,086
+4% +$56.3K 0.72% 22
2024
Q1 		$1.39M Sell
27,222
-1,014
-4% -$49K 0.62% 25
2023
Q4 		$1.27M Buy
+28,236
New +$1.21M 0.66% 26

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 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TD Private Client Wealth
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

Balanced Wealth Group's VOOG Position: Q2 2026 in Review

Balanced Wealth Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.44% in Q2 2026, selling an estimated $8.18K and leaving 23,129 shares worth $1.91M. The position accounts for 0.6% of the portfolio, ranked #28.

Balanced Wealth Group first reported a position in VOOG in Q4 2023 and has held it in 11 quarters since. 756 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Balanced Wealth Group held 23,129 shares of Vanguard S&P 500 Growth ETF worth $1.91M as of Q2 2026.
  • Balanced Wealth Group sold 103 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $8.18K.
  • Vanguard S&P 500 Growth ETF made up 0.6% of Balanced Wealth Group's portfolio in Q2 2026, its #28 holding.
  • Balanced Wealth Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 756 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.