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

Ballentine 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	$260K	Hold	3,150	–	–	﹤0.01%	872
2026 Q1	$214K	Hold	3,150	–	–	﹤0.01%	911
2025 Q4	$233K	Buy	+3,150	New	+$232K	﹤0.01%	846

Other funds holding VOOG

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Entrust Financial Wayne, Pennsylvania $154M AUM

Ballentine Partners's VOOG Position: Q2 2026 in Review

Ballentine Partners held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 3,150 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Ballentine Partners first reported a position in VOOG in Q4 2025 and has held it in 3 quarters since. 160 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Ballentine Partners held 3,150 shares of Vanguard S&P 500 Growth ETF worth $260K as of Q2 2026.
Ballentine Partners 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 Ballentine Partners's portfolio in Q2 2026, its #872 holding.
Ballentine Partners first reported a position in Vanguard S&P 500 Growth ETF in Q4 2025 and has held it in 3 quarters since.
160 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.