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Capital Analysts LLC’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Capital Analysts 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
Q1 		$267K Hold
3,924
– – 0.01% 589
2025
Q4 		$291K Buy
3,924
+3,234
+469% +$238K 0.01% 534
2025
Q3 		$50K Buy
+690
New +$47.7K ﹤0.01% 880

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Capital Analysts LLC's VOOG Position: Q1 2026 in Review

Capital Analysts LLC held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q1 2026 at 3,924 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #589.

Capital Analysts LLC first reported a position in VOOG in Q3 2025 and has held it in 3 quarters since. The position peaked at $291K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Capital Analysts LLC held 3,924 shares of Vanguard S&P 500 Growth ETF worth $267K as of Q1 2026.
  • Capital Analysts LLC left its Vanguard S&P 500 Growth ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 Growth ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #589 holding.
  • Capital Analysts LLC first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Capital Analysts LLC's Vanguard S&P 500 Growth ETF position peaked at $291K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.