CSPIA
VOOG icon

Cary Street Partners Investment Advisory’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Cary Street Partners 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
2024
Q4 		– Sell
-11,592
Closed -$667K – 772
2024
Q3 		$667K Sell
11,592
-66
-0.6% -$3.66K 0.02% 440
2024
Q2 		$648K Sell
11,658
-1,392
-11% -$72.2K 0.03% 415
2024
Q1 		$663K Sell
13,050
-708
-5% -$34.2K 0.03% 396
2023
Q4 		$621K Buy
13,758
+1,500
+12% +$64.2K 0.03% 385
2023
Q3 		$504K Sell
12,258
-138
-1% -$5.87K 0.03% 398
2023
Q2 		$525K Buy
12,396
+1,254
+11% +$49.9K 0.03% 354
2023
Q1 		$428K Sell
11,142
-216
-2% -$7.94K 0.03% 362
2022
Q4 		$399K Buy
11,358
+30
+0.3% +$1.08K 0.03% 366
2022
Q3 		$394K Buy
11,328
+2,208
+24% +$86.2K 0.03% 349
2022
Q2 		$331K Buy
+9,120
New +$363K 0.03% 345

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Cary Street Partners Investment Advisory's VOOG Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q4 2024, closing a stake of 11,592 shares — an estimated $667K sold.

Cary Street Partners Investment Advisory first reported a position in VOOG in Q2 2022 and held it in 10 quarters. The position peaked at $667K in Q3 2024. 576 funds tracked by Wall St. Rank hold VOOG as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining Vanguard S&P 500 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 11,592 Vanguard S&P 500 Growth ETF shares in Q4 2024, an estimated $667K.
  • Cary Street Partners Investment Advisory first reported a position in Vanguard S&P 500 Growth ETF in Q2 2022 and held it in 10 quarters.
  • Cary Street Partners Investment Advisory's Vanguard S&P 500 Growth ETF position peaked at $667K in Q3 2024.
  • 576 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.