Bartlett & Co Wealth Management
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Bartlett & Co Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Bartlett & Co Wealth Management’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
Q3 		$143K Hold
1,674
– – ﹤0.01% 543
2026
Q2 		$138K Hold
1,674
– – ﹤0.01% 561
2026
Q1 		$131K Hold
1,674
– – ﹤0.01% 518
2025
Q4 		$124K Buy
1,674
+390
+30% +$28.7K ﹤0.01% 519
2025
Q3 		$93.2K Hold
1,284
– – ﹤0.01% 572
2025
Q2 		$84.9K Hold
1,284
– – ﹤0.01% 581
2025
Q1 		$71.6K Hold
1,284
– – ﹤0.01% 595
2024
Q4 		$78.3K Hold
1,284
– – ﹤0.01% 571
2024
Q3 		$74K Hold
1,284
– – ﹤0.01% 591
2024
Q2 		$71.5K Hold
1,284
– – ﹤0.01% 595
2024
Q1 		$65.2K Hold
1,284
– – ﹤0.01% 619
2023
Q4 		$58.2K Hold
1,284
– – ﹤0.01% 675
2023
Q3 		$53K Hold
1,284
– – ﹤0.01% 657
2023
Q2 		$54.5K Hold
1,284
– – ﹤0.01% 656
2023
Q1 		$49.3K Hold
1,284
– – ﹤0.01% 569
2022
Q4 		$45.1K Sell
1,284
-1,098
-46% -$39.6K ﹤0.01% 595
2022
Q3 		$83K Hold
2,382
– – ﹤0.01% 482
2022
Q2 		$86.4K Hold
2,382
– – ﹤0.01% 484
2022
Q1 		$109K Sell
2,382
-5,400
-69% -$244K ﹤0.01% 476
2021
Q4 		$391K Hold
7,782
– – 0.01% 325
2021
Q3 		$346K Sell
7,782
-2,400
-24% -$110K 0.01% 293
2021
Q2 		$445K Sell
10,182
-8,646
-46% -$360K 0.01% 270
2021
Q1 		$737K Buy
18,828
+17,544
+1,366% +$682K 0.01% 224
2020
Q4 		$49.2K Hold
1,284
– – ﹤0.01% 529
2020
Q3 		$44.6K Hold
1,284
– – ﹤0.01% 513
2020
Q2 		$40K Hold
1,284
– – ﹤0.01% 530
2020
Q1 		$31.9K Hold
1,284
– – ﹤0.01% 530
2019
Q4 		$37.3K Hold
1,284
– – ﹤0.01% 574
2019
Q3 		$34.7K Buy
+1,284
New +$34.8K ﹤0.01% 586

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return

Bartlett & Co Wealth Management's VOOG Position: Q3 2026 in Review

Bartlett & Co Wealth Management held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q3 2026 at 1,674 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Bartlett & Co Wealth Management first reported a position in VOOG in Q3 2019 and has held it in 29 quarters since. The position peaked at $737K in Q1 2021. 619 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

  • Bartlett & Co Wealth Management held 1,674 shares of Vanguard S&P 500 Growth ETF worth $143K as of Q3 2026.
  • Bartlett & Co Wealth Management left its Vanguard S&P 500 Growth ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 Growth ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #543 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q3 2019 and has held it in 29 quarters since.
  • Bartlett & Co Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $737K in Q1 2021.
  • 619 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.