Blue Oak Capital’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Blue Oak Capital’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 Q2	$316K	Sell	4,776 -192	-4%	-$11.4K	0.17%	57
2025 Q1	$277K	Sell	4,968 -156	-3%	-$9.46K	0.15%	59
2024 Q4	$313K	Buy	+5,124	New	+$307K	0.19%	58

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 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

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

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Blue Oak Capital's VOOG Position: Q2 2025 in Review

Blue Oak Capital reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 3.9% in Q2 2025, selling an estimated $11.4K and leaving 4,776 shares worth $316K. The position accounts for 0.17% of the portfolio, ranked #57.

Blue Oak Capital first reported a position in VOOG in Q4 2024 and has held it in 3 quarters since. 616 funds tracked by Wall St. Rank hold VOOG as of Q2 2025.

Blue Oak Capital held 4,776 shares of Vanguard S&P 500 Growth ETF worth $316K as of Q2 2025.
Blue Oak Capital sold 192 Vanguard S&P 500 Growth ETF shares in Q2 2025, an estimated $11.4K.
Vanguard S&P 500 Growth ETF made up 0.17% of Blue Oak Capital's portfolio in Q2 2025, its #57 holding.
Blue Oak Capital first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and has held it in 3 quarters since.
616 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.