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Brookwood Investment Group’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Brookwood Investment 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
2026
Q2 		$561K Sell
6,788
-28
-0.4% -$2.22K 0.06% 281
2026
Q1 		$463K Buy
6,816
+174
+3% +$12.6K 0.06% 299
2025
Q4 		$492K Sell
6,642
-3,012
-31% -$222K 0.06% 293
2025
Q3 		$701K Buy
9,654
+780
+9% +$53.9K 0.09% 200
2025
Q2 		$586K Buy
8,874
+516
+6% +$30.7K 0.09% 209
2025
Q1 		$466K Buy
+8,358
New +$507K 0.08% 231

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Brookwood Investment Group's VOOG Position: Q2 2026 in Review

Brookwood Investment Group reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 0.41% in Q2 2026, selling an estimated $2.22K and leaving 6,788 shares worth $561K. The position accounts for 0.06% of the portfolio, ranked #281.

Brookwood Investment Group first reported a position in VOOG in Q1 2025 and has held it in 6 quarters since. The position peaked at $701K in Q3 2025. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Brookwood Investment Group held 6,788 shares of Vanguard S&P 500 Growth ETF worth $561K as of Q2 2026.
  • Brookwood Investment Group sold 28 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $2.22K.
  • Vanguard S&P 500 Growth ETF made up 0.06% of Brookwood Investment Group's portfolio in Q2 2026, its #281 holding.
  • Brookwood Investment Group first reported a position in Vanguard S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Vanguard S&P 500 Growth ETF position peaked at $701K in Q3 2025.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.