Bernardo Wealth Planning’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Bernardo Wealth Planning’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	$291K	Sell	3,527 -1	-0%	-$79	0.05%	109
2026 Q1	$240K	Hold	3,528	–	–	0.05%	109
2025 Q4	$261K	Hold	3,528	–	–	0.05%	109
2025 Q3	$256K	Hold	3,528	–	–	0.05%	106
2025 Q2	$233K	Buy	+3,528	New	+$210K	0.05%	110
2025 Q1	–	Sell	-3,528	Closed	-$214K	–	116
2024 Q4	$214K	Hold	3,528	–	–	0.05%	104
2024 Q3	$206K	Buy	+3,528	New	+$196K	0.05%	108

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

Bernardo Wealth Planning's VOOG Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.03% in Q2 2026, selling an estimated $79 and leaving 3,527 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #109.

Bernardo Wealth Planning first reported a position in VOOG in Q3 2024 and has held it in 7 quarters since. 748 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Bernardo Wealth Planning held 3,527 shares of Vanguard S&P 500 Growth ETF worth $291K as of Q2 2026.
Bernardo Wealth Planning sold 1 Vanguard S&P 500 Growth ETF share in Q2 2026, an estimated $79.
Vanguard S&P 500 Growth ETF made up 0.05% of Bernardo Wealth Planning's portfolio in Q2 2026, its #109 holding.
Bernardo Wealth Planning first reported a position in Vanguard S&P 500 Growth ETF in Q3 2024 and has held it in 7 quarters since.
748 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.