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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bartlett & Co Wealth Management's VOOG Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 500% in Q1 2026, buying an estimated $605K and bringing the position to 10,044 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Bartlett & Co Wealth Management first reported a position in VOOG in Q3 2019 and has held it in 27 quarters since. The position peaked at $737K in Q1 2021. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Bartlett & Co Wealth Management held 10,044 shares of Vanguard S&P 500 Growth ETF worth $131K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 8,370 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $605K.
  • Vanguard S&P 500 Growth ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #518 holding.
  • Bartlett & Co Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q3 2019 and has held it in 27 quarters since.
  • Bartlett & Co Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $737K in Q1 2021.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.