CapWealth Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

CapWealth Advisors’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 Q3	$853K	Hold	9,978	–	–	0.06%	73
2026 Q2	$824K	Hold	9,978	–	–	0.06%	75
2026 Q1	$678K	Hold	9,978	–	–	0.05%	76
2025 Q4	$739K	Hold	9,978	–	–	0.05%	81
2025 Q3	$724K	Hold	9,978	–	–	0.05%	82
2025 Q2	$659K	Hold	9,978	–	–	0.06%	69
2025 Q1	$556K	Hold	9,978	–	–	0.06%	71
2024 Q4	$609K	Hold	9,978	–	–	0.07%	69
2024 Q3	$574K	Buy	+9,978	New	+$554K	0.06%	70

Other funds holding VOOG

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $257M AUM 9.22% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

SRM

Shelter Rock Management Jericho, New York $107M AUM 19.3% 1-Year Est. Return

CapWealth Advisors's VOOG Position: Q3 2026 in Review

CapWealth Advisors held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q3 2026 at 9,978 shares worth $853K. The position accounts for 0.06% of the portfolio, ranked #73.

CapWealth Advisors first reported a position in VOOG in Q3 2024 and has held it in 9 quarters since. 34 funds tracked by Wall St. Rank hold VOOG as of Q3 2026.

CapWealth Advisors held 9,978 shares of Vanguard S&P 500 Growth ETF worth $853K as of Q3 2026.
CapWealth Advisors left its Vanguard S&P 500 Growth ETF share count unchanged in Q3 2026.
Vanguard S&P 500 Growth ETF made up 0.06% of CapWealth Advisors's portfolio in Q3 2026, its #73 holding.
CapWealth Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q3 2024 and has held it in 9 quarters since.
34 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.