BFG
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Bleakley Financial Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-13,530
Closed -$826K – 997
2024
Q4 		$826K Sell
13,530
-1,230
-8% -$73.8K 0.02% 466
2024
Q3 		$849K Sell
14,760
-690
-4% -$38.3K 0.03% 440
2024
Q2 		$859K Sell
15,450
-762
-5% -$39.5K 0.02% 456
2024
Q1 		$823K Sell
16,212
-2,592
-14% -$125K 0.02% 478
2023
Q4 		$849K Sell
18,804
-3,864
-17% -$165K 0.03% 438
2023
Q3 		$933K Buy
22,668
+12,114
+115% +$515K 0.03% 394
2023
Q2 		$447K Hold
10,554
– – 0.01% 617
2023
Q1 		$405K Sell
10,554
-294
-3% -$10.8K 0.01% 624
2022
Q4 		$381K Buy
+10,848
New +$392K 0.01% 621

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Bleakley Financial Group's VOOG Position: Q1 2025 in Review

Bleakley Financial Group sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2025, closing a stake of 13,530 shares — an estimated $826K sold.

Bleakley Financial Group first reported a position in VOOG in Q4 2022 and held it in 9 quarters. The position peaked at $933K in Q3 2023. 567 funds tracked by Wall St. Rank hold VOOG as of Q1 2025.

  • Bleakley Financial Group reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 13,530 Vanguard S&P 500 Growth ETF shares in Q1 2025, an estimated $826K.
  • Bleakley Financial Group first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Vanguard S&P 500 Growth ETF position peaked at $933K in Q3 2023.
  • 567 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.