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Carolinas Wealth Consulting’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-6,966
Closed -$388K – 932
2025
Q1 		$388K Sell
6,966
-630
-8% -$38.2K 0.08% 119
2024
Q4 		$463K Buy
7,596
+18
+0.2% +$1.08K 0.09% 113
2024
Q3 		$436K Buy
7,578
+12
+0.2% +$666 0.08% 124
2024
Q2 		$421K Hold
7,566
– – 0.08% 119
2024
Q1 		$384K Buy
7,566
+12
+0.2% +$580 0.08% 118
2023
Q4 		$341K Sell
7,554
-312
-4% -$13.4K 0.07% 115
2023
Q3 		$316K Sell
7,866
-107,916
-93% -$4.59M 0.08% 109
2023
Q2 		$4.92M Sell
115,782
-1,614
-1% -$64.2K 0.97% 25
2023
Q1 		$4.51M Buy
117,396
+1,428
+1% +$52.5K 0.96% 24
2022
Q4 		$4.08M Buy
115,968
+31,524
+37% +$1.14M 0.92% 26
2022
Q3 		$2.94M Sell
84,444
-936
-1% -$36.6K 0.74% 32
2022
Q2 		$3.1M Buy
+85,380
New +$3.4M 0.77% 32

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
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Carolinas Wealth Consulting's VOOG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q2 2025, closing a stake of 6,966 shares — an estimated $388K sold.

Carolinas Wealth Consulting first reported a position in VOOG in Q2 2022 and held it in 12 quarters. The position peaked at $4.92M in Q2 2023. 615 funds tracked by Wall St. Rank hold VOOG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard S&P 500 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 6,966 Vanguard S&P 500 Growth ETF shares in Q2 2025, an estimated $388K.
  • Carolinas Wealth Consulting first reported a position in Vanguard S&P 500 Growth ETF in Q2 2022 and held it in 12 quarters.
  • Carolinas Wealth Consulting's Vanguard S&P 500 Growth ETF position peaked at $4.92M in Q2 2023.
  • 615 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.