Bawa N Mallick Trust’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Bawa N Mallick Trust’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	$2.2M	Buy	26,575 +6,067	+30%	+$482K	0.71%	29
2026 Q1	$1.39M	Sell	20,508 -6,036	-23%	-$436K	0.57%	32
2025 Q4	$1.97M	Buy	26,544 +12	+0%	+$883	0.73%	27
2025 Q3	$1.93M	Buy	26,532 +24	+0.1%	+$1.66K	0.73%	27
2025 Q2	$1.75M	Hold	26,508	–	–	0.72%	26
2025 Q1	$1.48M	Hold	26,508	–	–	0.7%	26
2024 Q4	$1.62M	Buy	+26,508	New	+$1.59M	0.71%	27

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

Bawa N Mallick Trust's VOOG Position: Q2 2026 in Review

Bawa N Mallick Trust increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 30% in Q2 2026, buying an estimated $482K and bringing the position to 26,575 shares worth $2.2M. The position accounts for 0.71% of the portfolio, ranked #29.

Bawa N Mallick Trust first reported a position in VOOG in Q4 2024 and has held it in 7 quarters since. 746 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Bawa N Mallick Trust held 26,575 shares of Vanguard S&P 500 Growth ETF worth $2.2M as of Q2 2026.
Bawa N Mallick Trust bought 6,067 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $482K.
Vanguard S&P 500 Growth ETF made up 0.71% of Bawa N Mallick Trust's portfolio in Q2 2026, its #29 holding.
Bawa N Mallick Trust first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 7 quarters since.
746 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.