Cape Investment Advisory’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Cape Investment Advisory’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	$416K	Buy	5,033 +89	+2%	+$7.06K	0.11%	143
2026 Q1	$336K	Sell	4,944 -414	-8%	-$29.9K	0.11%	160
2025 Q4	$397K	Buy	5,358 +4,512	+533%	+$332K	0.12%	133
2025 Q3	$61.4K	Sell	846 -4,266	-83%	-$295K	0.06%	205
2025 Q2	$338K	Sell	5,112 -1,290	-20%	-$76.8K	0.12%	127
2025 Q1	$357K	Sell	6,402 -138	-2%	-$8.36K	0.14%	116
2024 Q4	$399K	Buy	6,540 +900	+16%	+$54K	0.16%	110
2024 Q3	$325K	Sell	5,640 -168	-3%	-$9.32K	0.13%	120
2024 Q2	$323K	Buy	5,808 +972	+20%	+$50.4K	0.15%	107
2024 Q1	$245K	Buy	4,836 +3,786	+361%	+$183K	0.11%	132
2023 Q4	$47.4K	Buy	1,050 +396	+61%	+$16.9K	0.02%	358
2023 Q3	$26.9K	Hold	654	–	–	0.02%	393
2023 Q2	$27.7K	Sell	654 -486	-43%	-$19.3K	0.02%	386
2023 Q1	$43.8K	Buy	+1,140	New	+$41.9K	0.03%	285

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

Cape Investment Advisory's VOOG Position: Q2 2026 in Review

Cape Investment Advisory increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 1.8% in Q2 2026, buying an estimated $7.06K and bringing the position to 5,033 shares worth $416K. The position accounts for 0.11% of the portfolio, ranked #143.

Cape Investment Advisory first reported a position in VOOG in Q1 2023 and has held it in 14 quarters since. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Cape Investment Advisory held 5,033 shares of Vanguard S&P 500 Growth ETF worth $416K as of Q2 2026.
Cape Investment Advisory bought 89 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $7.06K.
Vanguard S&P 500 Growth ETF made up 0.11% of Cape Investment Advisory's portfolio in Q2 2026, its #143 holding.
Cape Investment Advisory first reported a position in Vanguard S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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