Cassaday & Co Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Cassaday & Co Wealth Management’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	$668K	Hold	9,834	–	–	0.01%	183
2025 Q4	$728K	Sell	9,834 -2,832	-22%	-$208K	0.02%	176
2025 Q3	$919K	Buy	12,666 +3,780	+43%	+$261K	0.02%	144
2025 Q2	$587K	Hold	8,886	–	–	0.01%	193
2025 Q1	$495K	Hold	8,886	–	–	0.01%	200
2024 Q4	$542K	Hold	8,886	–	–	0.01%	184
2024 Q3	$511K	Hold	8,886	–	–	0.01%	182
2024 Q2	$494K	Hold	8,886	–	–	0.02%	174
2024 Q1	$451K	Buy	8,886 +1,608	+22%	+$77.7K	0.01%	178
2023 Q4	$328K	Hold	7,278	–	–	0.01%	194
2023 Q3	$299K	Hold	7,278	–	–	0.01%	190
2023 Q2	$308K	Hold	7,278	–	–	0.01%	194
2023 Q1	$279K	Hold	7,278	–	–	0.01%	211
2022 Q4	$256K	Buy	+7,278	New	+$263K	0.01%	211

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cassaday & Co Wealth Management's VOOG Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q1 2026 at 9,834 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #183.

Cassaday & Co Wealth Management first reported a position in VOOG in Q4 2022 and has held it in 14 quarters since. The position peaked at $919K in Q3 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Cassaday & Co Wealth Management held 9,834 shares of Vanguard S&P 500 Growth ETF worth $668K as of Q1 2026.
Cassaday & Co Wealth Management 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 Cassaday & Co Wealth Management's portfolio in Q1 2026, its #183 holding.
Cassaday & Co Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $919K in Q3 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.