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 Q2	$138K	Sell	1,674 -8,370	-83%	-$664K	﹤0.01%	561
2026 Q1	$131K	Buy	10,044 +8,370	+500%	+$605K	﹤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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bartlett & Co Wealth Management's VOOG Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 83% in Q2 2026, selling an estimated $664K and leaving 1,674 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Bartlett & Co Wealth Management first reported a position in VOOG in Q3 2019 and has held it in 28 quarters since. The position peaked at $737K in Q1 2021. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Bartlett & Co Wealth Management held 1,674 shares of Vanguard S&P 500 Growth ETF worth $138K as of Q2 2026.
Bartlett & Co Wealth Management sold 8,370 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $664K.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #561 holding.
Bartlett & Co Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q3 2019 and has held it in 28 quarters since.
Bartlett & Co Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $737K in Q1 2021.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.