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Caldwell Sutter Capital’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Caldwell Sutter 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
2026
Q2 		$4.46K Hold
54
– – ﹤0.01% 700
2026
Q1 		$3.67K Hold
54
– – ﹤0.01% 685
2025
Q4 		$4K Hold
54
– – ﹤0.01% 654
2025
Q3 		$3.92K Hold
54
– – ﹤0.01% 658
2025
Q2 		$3.57K Hold
54
– – ﹤0.01% 656
2025
Q1 		$3.01K Hold
54
– – ﹤0.01% 685
2024
Q4 		$3.29K Buy
54
+30
+125% +$1.8K ﹤0.01% 692
2024
Q3 		$1.38K Buy
+24
New +$1.33K ﹤0.01% 793

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

Caldwell Sutter Capital's VOOG Position: Q2 2026 in Review

Caldwell Sutter Capital held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 54 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Caldwell Sutter Capital first reported a position in VOOG in Q3 2024 and has held it in 8 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Caldwell Sutter Capital held 54 shares of Vanguard S&P 500 Growth ETF worth $4.46K as of Q2 2026.
  • Caldwell Sutter Capital left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 Growth ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #700 holding.
  • Caldwell Sutter Capital first reported a position in Vanguard S&P 500 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.