Benjamin F. Edwards & Company’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Benjamin F. Edwards & 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
2024 Q2	$132K	Hold	2,376	–	–	﹤0.01%	1034
2024 Q1	$121K	Hold	2,376	–	–	﹤0.01%	1046
2023 Q4	$107K	Buy	+2,376	New	+$102K	﹤0.01%	1053
2022 Q2	–	Sell	-36	Closed	-$2K	–	1907
2022 Q1	$2K	Sell	36 -37,308	-100%	-$1.68M	﹤0.01%	1680
2021 Q4	$1.88M	Buy	+37,344	New	+$1.81M	0.08%	233

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

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Benjamin F. Edwards & Company's VOOG Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2024 at 2,376 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Benjamin F. Edwards & Company first reported a position in VOOG in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.88M in Q4 2021. 478 funds tracked by Wall St. Rank hold VOOG as of Q2 2024.

Benjamin F. Edwards & Company held 2,376 shares of Vanguard S&P 500 Growth ETF worth $132K as of Q2 2024.
Benjamin F. Edwards & Company left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2024.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1034 holding.
Benjamin F. Edwards & Company first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and has held it in 5 quarters since.
Benjamin F. Edwards & Company's Vanguard S&P 500 Growth ETF position peaked at $1.88M in Q4 2021.
478 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.