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

Barrett & 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
2026 Q1	$48.7K	Buy	720 +6	+0.8%	+$434	0.02%	291
2025 Q4	$53.1K	Hold	714	–	–	0.02%	287
2025 Q3	$51.9K	Hold	714	–	–	0.02%	289
2025 Q2	$47.2K	Hold	714	–	–	0.02%	301
2025 Q1	$39.8K	Hold	714	–	–	0.02%	298
2024 Q4	$43.5K	Buy	714 +6	+0.8%	+$360	0.02%	289
2024 Q3	$40.9K	Hold	708	–	–	0.02%	293
2024 Q2	$39.4K	Hold	708	–	–	0.02%	302
2024 Q1	$36K	Hold	708	–	–	0.02%	312
2023 Q4	$32K	Buy	708 +6	+0.9%	+$257	0.02%	293
2023 Q3	$29K	Hold	702	–	–	0.02%	302
2023 Q2	$29.7K	Hold	702	–	–	0.02%	302
2023 Q1	$27K	Hold	702	–	–	0.02%	295
2022 Q4	$24.6K	Hold	702	–	–	0.02%	292
2022 Q3	$24.6K	Buy	+702	New	+$27.4K	0.02%	292

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barrett & Company's VOOG Position: Q1 2026 in Review

Barrett & Company increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.84% in Q1 2026, buying an estimated $434 and bringing the position to 720 shares worth $48.7K. The position accounts for 0.02% of the portfolio, ranked #291.

Barrett & Company first reported a position in VOOG in Q3 2022 and has held it in 15 quarters since. The position peaked at $53.1K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Barrett & Company held 720 shares of Vanguard S&P 500 Growth ETF worth $48.7K as of Q1 2026.
Barrett & Company bought 6 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $434.
Vanguard S&P 500 Growth ETF made up 0.02% of Barrett & Company's portfolio in Q1 2026, its #291 holding.
Barrett & Company first reported a position in Vanguard S&P 500 Growth ETF in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's Vanguard S&P 500 Growth ETF position peaked at $53.1K in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.