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Barnett & Company’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Barnett & Company’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
2023
Q1 		– Sell
-8,730
Closed -$307K – 92
2022
Q4 		$307K Buy
+8,730
New +$315K 0.23% 70

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barnett & Company's VOOG Position: Q1 2023 in Review

Barnett & Company sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2023, closing a stake of 8,730 shares — an estimated $307K sold.

Barnett & Company first reported a position in VOOG in Q4 2022 and held it in 1 quarter. The position peaked at $307K in Q4 2022. 349 funds tracked by Wall St. Rank hold VOOG as of Q1 2023.

  • Barnett & Company reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Barnett & Company sold 8,730 Vanguard S&P 500 Growth ETF shares in Q1 2023, an estimated $307K.
  • Barnett & Company first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Barnett & Company's Vanguard S&P 500 Growth ETF position peaked at $307K in Q4 2022.
  • 349 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2023.

Based on Barnett & Company's 13F filing for Q1 2023, filed 3 May 2023.