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

Capital & Planning 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 		– Sell
-36
Closed -$2.45K – 159
2026
Q1 		$2.45K Buy
+36
New +$2.6K ﹤0.01% 140
2025
Q1 		– Sell
-36
Closed -$2.2K – 178
2024
Q4 		$2.2K Buy
+36
New +$2.16K ﹤0.01% 157

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 22.9% 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

Capital & Planning LLC's VOOG Position: Q2 2026 in Review

Capital & Planning LLC sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2026, closing a stake of 36 shares — an estimated $2.45K sold.

Capital & Planning LLC first reported a position in VOOG in Q4 2024 and held it in 2 quarters. The position peaked at $2.45K in Q1 2026. 756 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Capital & Planning LLC reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 36 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $2.45K.
  • Capital & Planning LLC first reported a position in Vanguard S&P 500 Growth ETF in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Vanguard S&P 500 Growth ETF position peaked at $2.45K in Q1 2026.
  • 756 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.