Bogart Wealth LLC’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Bogart Wealth LLC’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	$652K	Buy	7,886 +7,316	+1,284%	+$581K	0.02%	165
2026 Q1	$38.8K	Sell	570 -210	-27%	-$15.2K	﹤0.01%	564
2025 Q4	$57.8K	Sell	780 -60	-7%	-$4.42K	﹤0.01%	436
2025 Q3	$61K	Hold	840	–	–	﹤0.01%	415
2025 Q2	$55.5K	Buy	840 +342	+69%	+$20.3K	﹤0.01%	430
2025 Q1	$27.8K	Buy	498 +78	+19%	+$4.73K	﹤0.01%	515
2024 Q4	$25.6K	Buy	420 +90	+27%	+$5.4K	﹤0.01%	530
2024 Q3	$19K	Hold	330	–	–	﹤0.01%	567
2024 Q2	$18.3K	Buy	330 +270	+450%	+$14K	﹤0.01%	549
2024 Q1	$3.05K	Buy	60 +24	+67%	+$1.16K	﹤0.01%	850
2023 Q4	$1.63K	Buy	36 +6	+20%	+$257	﹤0.01%	916
2023 Q3	$1.25K	Buy	+30	New	+$1.28K	﹤0.01%	940

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

Bogart Wealth LLC's VOOG Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 1,284% in Q2 2026, buying an estimated $581K and bringing the position to 7,886 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #165.

Bogart Wealth LLC first reported a position in VOOG in Q3 2023 and has held it in 12 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Bogart Wealth LLC held 7,886 shares of Vanguard S&P 500 Growth ETF worth $652K as of Q2 2026.
Bogart Wealth LLC bought 7,316 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $581K.
Vanguard S&P 500 Growth ETF made up 0.02% of Bogart Wealth LLC's portfolio in Q2 2026, its #165 holding.
Bogart Wealth LLC first reported a position in Vanguard S&P 500 Growth ETF in Q3 2023 and has held it in 12 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.